+66.4%
DOCN vs AXON
+172.5%
-106.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -9.8% | -6.0% | -11.4% |
| 7D | -29.3% | -12.7% | -16.6% | -24.4% |
| 30D | -46.0% | -8.6% | -37.4% | -43.5% |
| 3M | -43.2% | -37.2% | -6.0% | -31.6% |
| 6M | -53.7% | +0.5% | -54.2% | -57.7% |
| YTD | +46.9% | -32.6% | +79.6% | +58.5% |
| 1Y | +54.3% | -40.2% | +94.5% | +78.0% |
| 3Y | +185.5% | +76.1% | +109.4% | +30.8% |
| 5Y | -31.1% | +109.5% | -140.6% | -77.4% |
| All | +66.4% | +172.5% | -106.1% | -53.8% |
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