+743.4%
AXTI vs DOV
+14.8%
+728.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | +5.1% | -2.0% | +7.1% | +7.1% |
| 30D | -17.5% | -8.9% | -8.6% | -10.0% |
| 3M | -26.7% | -13.3% | -13.4% | -16.5% |
| 6M | +36.8% | -9.7% | +46.4% | +45.6% |
| YTD | +296.1% | -2.5% | +298.6% | +290.8% |
| 1Y | +1,810.6% | +7.2% | +1,803.4% | +1,612.2% |
| 3Y | +2,587.6% | +39.4% | +2,548.1% | +1,874.7% |
| All | +743.4% | +14.8% | +728.5% | +584.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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