+533.1%
AXTI vs DOCU
+107.7%
+425.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -2.0% | -20.8% | -22.1% |
| 7D | -39.7% | -3.2% | -36.5% | -39.0% |
| 30D | -56.3% | +15.7% | -72.0% | -58.5% |
| 3M | -46.5% | +37.3% | -83.8% | -52.7% |
| 6M | -65.9% | +63.1% | -129.0% | -72.5% |
| YTD | +124.6% | +15.4% | +109.2% | +102.9% |
| 1Y | +303.5% | +11.3% | +292.2% | +270.3% |
| 3Y | +1,532.0% | +92.1% | +1,439.9% | +1,128.8% |
| 5Y | +298.3% | -70.5% | +368.8% | +376.3% |
| All | +533.1% | +107.7% | +425.4% | +317.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling