+348.0%
AXTI vs OVV
+166.6%
+181.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.1% |
| 7D | +7.6% | +8.0% | -0.4% | +5.6% |
| 30D | -32.1% | -2.0% | -30.0% | -31.6% |
| 3M | -46.0% | +5.4% | -51.4% | -47.0% |
| 6M | -65.7% | +14.3% | -80.0% | -67.2% |
| YTD | +155.9% | +69.4% | +86.5% | +120.6% |
| 1Y | +300.8% | +72.4% | +228.4% | +243.2% |
| 3Y | +1,981.6% | +58.4% | +1,923.2% | +1,709.4% |
| 5Y | +359.3% | +106.1% | +253.2% | +254.7% |
| 10Y | +780.8% | +59.6% | +721.2% | +447.1% |
| All | +348.0% | +166.6% | +181.4% | +89.2% |
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