+2,236.8%
AXTI vs OVV
+54.1%
+2,182.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +3.0% | +16.5% | +18.4% |
| 7D | -1.2% | +1.2% | -2.4% | -1.3% |
| 30D | -24.2% | -2.5% | -21.7% | -23.2% |
| 3M | -36.3% | +0.5% | -36.8% | -36.9% |
| 6M | -62.7% | +8.5% | -71.1% | -64.5% |
| YTD | +187.3% | +64.5% | +122.8% | +126.0% |
| 1Y | +344.8% | +64.7% | +280.1% | +247.1% |
| All | +2,236.8% | +54.1% | +2,182.7% | +1,951.8% |
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