+498.0%
AXTI vs ROIV
+289.9%
+208.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -4.0% | -5.7% |
| 7D | +15.1% | +19.0% | -3.9% | +11.6% |
| 30D | -12.3% | +16.1% | -28.4% | -14.6% |
| 3M | -24.1% | +44.1% | -68.2% | -28.5% |
| 6M | +46.0% | +37.8% | +8.2% | +37.8% |
| YTD | +295.7% | +88.7% | +207.1% | +254.6% |
| 1Y | +1,825.6% | +197.3% | +1,628.3% | +1,504.5% |
| 3Y | +2,630.0% | +224.9% | +2,405.0% | +2,122.3% |
| 5Y | +601.0% | +311.0% | +289.9% | +466.4% |
| All | +498.0% | +289.9% | +208.1% | +444.1% |
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