+419.6%
AXTI vs DOCU
-68.9%
+488.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +3.2% | +16.3% | +18.5% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -24.2% | +12.9% | -37.2% | -27.1% |
| 3M | -36.3% | +35.1% | -71.4% | -43.3% |
| 6M | -62.7% | +76.2% | -138.9% | -70.7% |
| YTD | +187.3% | +17.2% | +170.1% | +160.2% |
| 1Y | +344.8% | +16.4% | +328.4% | +305.0% |
| 3Y | +2,272.2% | +95.6% | +2,176.6% | +1,705.8% |
| 5Y | +419.6% | -68.5% | +488.1% | +417.6% |
| All | +419.6% | -68.9% | +488.4% | +417.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling