+419.6%
AXTI vs OVV
+104.2%
+315.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +3.0% | +16.5% | +18.6% |
| 7D | -1.2% | +1.2% | -2.4% | -1.3% |
| 30D | -24.2% | -2.5% | -21.7% | -23.4% |
| 3M | -36.3% | +0.5% | -36.8% | -36.8% |
| 6M | -62.7% | +8.5% | -71.1% | -64.0% |
| YTD | +187.3% | +64.5% | +122.8% | +142.2% |
| 1Y | +344.8% | +64.7% | +280.1% | +273.2% |
| 3Y | +2,272.2% | +54.1% | +2,218.1% | +1,924.7% |
| 5Y | +419.6% | +95.4% | +324.2% | +287.5% |
| All | +419.6% | +104.2% | +315.4% | +287.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling