+164.6%
DOCN vs AXON
+267.3%
-102.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.0% | +4.7% |
| 7D | +1.1% | -14.2% | +15.3% | +8.0% |
| 30D | -9.6% | -15.4% | +5.8% | -4.7% |
| 3M | -37.7% | +0.5% | -38.2% | -40.9% |
| 6M | +115.2% | -9.5% | +124.7% | +109.5% |
| YTD | +133.7% | -9.2% | +142.9% | +120.7% |
| 1Y | +250.2% | -29.4% | +279.5% | +273.2% |
| 3Y | +320.3% | +139.4% | +180.9% | +67.9% |
| 5Y | +53.1% | +178.9% | -125.8% | -56.0% |
| All | +164.6% | +267.3% | -102.7% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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