+623.7%
AXTI vs ROKU
+880.6%
-256.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +5.1% | -0.4% | +5.5% | +5.2% |
| 30D | -17.5% | +2.1% | -19.5% | -17.9% |
| 3M | -26.7% | +29.5% | -56.2% | -31.3% |
| 6M | +36.8% | +53.8% | -17.0% | +23.7% |
| YTD | +296.1% | +42.8% | +253.3% | +261.4% |
| 1Y | +1,810.6% | +60.7% | +1,749.9% | +1,601.1% |
| 3Y | +2,587.6% | +83.9% | +2,503.7% | +2,123.5% |
| 5Y | +601.7% | -52.8% | +654.5% | +589.4% |
| All | +623.7% | +880.6% | -256.9% | +447.5% |
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