+3,990.2%
AMD vs ROKU
+867.7%
+3,122.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.5% |
| 7D | +14.0% | -3.0% | +17.1% | +14.9% |
| 30D | +11.0% | +0.7% | +10.3% | +10.8% |
| 3M | +9.6% | +26.5% | -16.9% | +2.5% |
| 6M | +157.1% | +52.6% | +104.5% | +129.2% |
| YTD | +143.3% | +40.9% | +102.4% | +120.8% |
| 1Y | +234.4% | +57.6% | +176.8% | +194.0% |
| 3Y | +391.2% | +83.2% | +308.0% | +288.9% |
| 5Y | +390.9% | -54.8% | +445.7% | +381.8% |
| All | +3,990.2% | +867.7% | +3,122.5% | +2,665.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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