+1,982.4%
AXTI vs ROIV
+177.7%
+1,804.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.5% | +8.2% | +9.2% |
| 7D | +5.1% | +0.6% | +4.5% | +4.9% |
| 30D | -10.2% | +1.0% | -11.1% | -9.7% |
| 3M | -41.8% | +18.3% | -60.1% | -42.5% |
| 6M | +57.5% | +18.3% | +39.2% | +54.6% |
| YTD | +277.0% | +61.0% | +216.0% | +233.6% |
| 1Y | +1,982.4% | +177.9% | +1,804.5% | +1,993.5% |
| All | +1,982.4% | +177.7% | +1,804.8% | +1,993.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling