+39.2%
ROKU vs AXTX
-94.1%
+133.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -45.9% | +44.4% | -0.8% |
| 7D | +2.6% | -68.8% | +71.4% | +3.9% |
| 30D | +5.5% | -85.3% | +90.8% | +7.7% |
| 3M | +9.1% | -84.0% | +93.1% | +10.5% |
| 6M | +28.9% | -96.9% | +125.8% | +34.7% |
| All | +39.2% | -94.1% | +133.3% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 1y: compounded portfolio wealth divided by compounded AXTX 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…
1y analysis · Full analysis span regression · 6 months rolling