+2,587.6%
AXTI vs DVA
+89.6%
+2,497.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +5.1% |
| 30D | -17.5% | 0.0% | -17.5% | -17.5% |
| 3M | -26.7% | -10.9% | -15.8% | -27.2% |
| 6M | +36.8% | +17.3% | +19.5% | +32.4% |
| YTD | +296.1% | +59.8% | +236.3% | +264.4% |
| 1Y | +1,810.6% | +36.3% | +1,774.4% | +1,718.6% |
| 3Y | +2,587.6% | +88.6% | +2,498.9% | +2,238.9% |
| All | +2,587.6% | +89.6% | +2,497.9% | +2,238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 3y: compounded portfolio wealth divided by compounded DVA 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…
3y analysis · Full analysis span regression · 6 months rolling