+560.0%
AXTI vs OVV
+162.8%
+397.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.7% | +11.4% | +10.1% |
| 7D | +5.1% | +0.3% | +4.9% | +5.0% |
| 30D | -10.2% | +11.7% | -21.9% | -13.1% |
| 3M | -41.8% | +9.8% | -51.6% | -43.6% |
| 6M | +57.5% | +26.6% | +31.0% | +47.4% |
| YTD | +277.0% | +67.0% | +210.0% | +227.7% |
| 1Y | +1,982.4% | +55.9% | +1,926.5% | +1,738.5% |
| 3Y | +2,234.8% | +45.5% | +2,189.3% | +1,973.3% |
| 5Y | +528.3% | +157.3% | +371.0% | +358.6% |
| 10Y | +1,310.5% | +65.0% | +1,245.5% | +766.4% |
| All | +560.0% | +162.8% | +397.2% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling