+334.1%
AXTI vs ROIV
+298.6%
+35.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +1.6% | +17.9% | +19.2% |
| 7D | -1.2% | +9.5% | -10.7% | -2.6% |
| 30D | -24.2% | +21.0% | -45.2% | -26.8% |
| 3M | -36.3% | +18.7% | -55.1% | -38.2% |
| 6M | -62.7% | +44.5% | -107.2% | -65.1% |
| YTD | +187.3% | +92.9% | +94.4% | +156.4% |
| 1Y | +344.8% | +100.2% | +244.6% | +293.5% |
| 3Y | +2,272.2% | +375.0% | +1,897.2% | +1,777.4% |
| 5Y | +419.6% | +435.2% | -15.6% | +277.5% |
| All | +334.1% | +298.6% | +35.5% | +293.5% |
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