+302.4%
AXTI vs ROIV
+280.9%
+21.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.4% | -2.9% | -6.4% |
| 7D | +18.6% | +9.2% | +9.4% | +16.7% |
| 30D | -32.6% | +19.9% | -52.5% | -34.7% |
| 3M | -44.5% | +10.6% | -55.1% | -45.4% |
| 6M | -64.6% | +36.1% | -100.6% | -66.5% |
| YTD | +166.3% | +84.3% | +82.0% | +140.0% |
| 1Y | +296.5% | +87.6% | +209.0% | +255.2% |
| 3Y | +2,099.0% | +353.9% | +1,745.1% | +1,657.0% |
| 5Y | +377.9% | +376.1% | +1.9% | +251.3% |
| All | +302.4% | +280.9% | +21.5% | +268.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling