+1,981.6%
AXTI vs ROIV
+357.5%
+1,624.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.8% | -3.2% |
| 7D | +7.6% | +1.7% | +5.9% | +7.0% |
| 30D | -32.1% | +17.6% | -49.6% | -37.3% |
| 3M | -46.0% | +9.0% | -54.9% | -48.4% |
| 6M | -65.7% | +35.3% | -101.0% | -71.0% |
| YTD | +155.9% | +82.2% | +73.7% | +80.1% |
| 1Y | +300.8% | +92.3% | +208.5% | +167.9% |
| 3Y | +1,981.6% | +336.8% | +1,644.8% | +830.9% |
| All | +1,981.6% | +357.5% | +1,624.1% | +830.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling