+508.9%
AXTI vs DOV
+1,097.1%
-588.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -4.0% | -4.8% |
| 7D | +15.1% | -1.9% | +17.1% | +16.7% |
| 30D | -12.3% | -9.9% | -2.4% | -6.4% |
| 3M | -24.1% | -12.1% | -12.0% | -17.7% |
| 6M | +46.0% | -10.4% | +56.5% | +54.1% |
| YTD | +295.7% | -3.3% | +299.0% | +298.7% |
| 1Y | +1,825.6% | +7.8% | +1,817.8% | +1,715.7% |
| 3Y | +2,630.0% | +36.3% | +2,593.6% | +2,211.9% |
| 5Y | +601.0% | +14.8% | +586.2% | +556.3% |
| 10Y | +1,459.0% | +294.0% | +1,165.1% | +634.6% |
| All | +508.9% | +1,097.1% | -588.1% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling