+1,472.1%
AXTI vs OVV
+56.5%
+1,415.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +5.1% | -1.7% | +6.7% | +5.5% |
| 30D | -17.5% | +0.8% | -18.2% | -17.7% |
| 3M | -26.7% | +13.3% | -39.9% | -29.6% |
| 6M | +36.8% | +16.9% | +19.8% | +30.6% |
| YTD | +296.1% | +64.3% | +231.9% | +247.1% |
| 1Y | +1,810.6% | +54.2% | +1,756.4% | +1,597.4% |
| 3Y | +2,587.6% | +51.3% | +2,536.2% | +2,274.9% |
| 5Y | +601.7% | +154.3% | +447.5% | +423.9% |
| All | +1,472.1% | +56.5% | +1,415.6% | +964.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling