+652.8%
AXTI vs ROIV
+316.9%
+335.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +18.8% | -5.9% | +9.4% |
| 7D | +24.0% | +20.2% | +3.8% | +20.0% |
| 30D | -21.5% | +14.1% | -35.6% | -23.2% |
| 3M | -23.4% | +45.6% | -69.0% | -27.8% |
| 6M | +114.9% | +44.1% | +70.8% | +101.7% |
| YTD | +325.4% | +91.2% | +234.3% | +281.6% |
| 1Y | +2,136.7% | +221.3% | +1,915.4% | +1,753.2% |
| 3Y | +2,835.0% | +229.2% | +2,605.8% | +2,299.9% |
| 5Y | +652.8% | +316.5% | +336.3% | +454.8% |
| All | +652.8% | +316.9% | +335.9% | +454.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling