+651.5%
AXTI vs OVV
+162.0%
+489.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.1% |
| 7D | +21.0% | -3.8% | +24.8% | +22.2% |
| 30D | -6.6% | +1.3% | -7.9% | -7.1% |
| 3M | -12.1% | +14.3% | -26.4% | -16.5% |
| 6M | +78.7% | +21.1% | +57.6% | +67.2% |
| YTD | +321.5% | +66.0% | +255.4% | +259.1% |
| 1Y | +2,166.8% | +59.3% | +2,107.5% | +1,850.7% |
| 3Y | +2,807.6% | +47.6% | +2,760.0% | +2,428.4% |
| 5Y | +651.5% | +162.0% | +489.5% | +532.1% |
| All | +651.5% | +162.0% | +489.5% | +532.1% |
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