+317.2%
AXTI vs DOCU
-71.0%
+388.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.5% | +6.4% |
| 7D | -29.4% | -5.5% | -23.8% | -28.0% |
| 30D | -51.3% | +12.6% | -63.9% | -53.2% |
| 3M | -48.3% | +36.4% | -84.7% | -54.1% |
| 6M | -62.9% | +66.8% | -129.7% | -70.4% |
| YTD | +137.8% | +13.5% | +124.3% | +117.2% |
| 1Y | +338.3% | +11.3% | +327.0% | +304.4% |
| 3Y | +1,590.4% | +92.1% | +1,498.4% | +1,190.5% |
| All | +317.2% | -71.0% | +388.2% | +323.7% |
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