+559.3%
ROKU vs AMC
-98.0%
+657.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | +0.3% |
| 7D | -0.4% | -7.2% | +6.7% | 0.0% |
| 30D | +2.1% | -2.8% | +4.8% | +2.1% |
| 3M | +29.5% | +7.9% | +21.6% | +27.7% |
| 6M | +53.8% | +119.6% | -65.9% | +44.2% |
| YTD | +42.8% | +57.7% | -14.9% | +36.4% |
| 1Y | +60.7% | -12.1% | +72.9% | +59.0% |
| 3Y | +83.9% | -66.5% | +150.4% | +86.5% |
| 5Y | -52.8% | -99.5% | +46.7% | -45.1% |
| All | +559.3% | -98.0% | +657.3% | +585.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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