+29.9%
AAPL vs ROKU
+53.8%
-23.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.5% | +3.8% | +5.2% |
| 7D | +1.7% | +4.8% | -3.1% | +1.2% |
| 30D | +5.0% | +6.1% | -1.1% | +4.4% |
| 3M | +13.1% | +10.5% | +2.6% | +12.0% |
| 6M | +26.5% | +29.2% | -2.7% | +23.8% |
| YTD | +28.9% | +50.0% | -21.1% | +24.4% |
| 1Y | +29.9% | +53.4% | -23.5% | +27.1% |
| All | +29.9% | +53.8% | -23.9% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling