+639.8%
AXTI vs DOCU
+104.6%
+535.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +10.3% |
| 7D | -11.0% | -4.8% | -6.2% | -9.4% |
| 30D | -37.3% | +9.4% | -46.7% | -39.2% |
| 3M | -51.6% | +29.0% | -80.6% | -56.3% |
| 6M | -63.1% | +62.3% | -125.4% | -70.3% |
| YTD | +162.4% | +13.7% | +148.8% | +138.2% |
| 1Y | +353.6% | +11.5% | +342.0% | +315.5% |
| 3Y | +1,972.9% | +94.2% | +1,878.8% | +1,455.8% |
| 5Y | +370.0% | -71.7% | +441.7% | +470.3% |
| All | +639.8% | +104.6% | +535.2% | +390.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling