+2,759.3%
AXTI vs OVV
+52.7%
+2,706.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.1% |
| 7D | +21.0% | -3.8% | +24.8% | +22.6% |
| 30D | -6.6% | +1.3% | -7.9% | -7.3% |
| 3M | -12.1% | +14.3% | -26.4% | -18.1% |
| 6M | +78.7% | +21.1% | +57.6% | +62.9% |
| YTD | +321.5% | +66.0% | +255.4% | +237.4% |
| 1Y | +2,166.8% | +59.3% | +2,107.5% | +1,737.4% |
| All | +2,759.3% | +52.7% | +2,706.7% | +2,352.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling