+469.7%
AXTI vs ROIV
+232.7%
+237.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.5% | +8.2% | +9.4% |
| 7D | +5.1% | +0.6% | +4.5% | +5.0% |
| 30D | -10.2% | +1.0% | -11.1% | -10.1% |
| 3M | -41.8% | +18.3% | -60.1% | -43.2% |
| 6M | +57.5% | +18.3% | +39.2% | +53.1% |
| YTD | +277.0% | +61.0% | +216.0% | +247.8% |
| 1Y | +1,982.4% | +177.9% | +1,804.5% | +1,661.9% |
| 3Y | +2,234.8% | +199.1% | +2,035.8% | +1,842.6% |
| 5Y | +528.3% | +250.7% | +277.6% | +422.7% |
| All | +469.7% | +232.7% | +237.0% | +433.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling