+622.9%
AXTI vs ROKU
+875.4%
-252.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -6.9% | -6.3% |
| 7D | +15.1% | -2.6% | +17.8% | +15.8% |
| 30D | -12.3% | +2.1% | -14.4% | -12.8% |
| 3M | -24.1% | +31.8% | -55.9% | -29.2% |
| 6M | +46.0% | +53.3% | -7.2% | +32.2% |
| YTD | +295.7% | +42.1% | +253.7% | +261.5% |
| 1Y | +1,825.6% | +62.3% | +1,763.3% | +1,610.6% |
| 3Y | +2,630.0% | +84.6% | +2,545.3% | +2,157.2% |
| 5Y | +601.0% | -53.1% | +654.0% | +589.5% |
| All | +622.9% | +875.4% | -252.5% | +447.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling