+84.5%
AAPL vs ROKU
+82.2%
+2.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | -0.5% | -2.6% | +2.1% | 0.0% |
| 30D | +7.1% | +2.1% | +5.0% | +6.7% |
| 3M | +12.1% | +31.8% | -19.7% | +6.5% |
| 6M | +25.4% | +53.3% | -27.8% | +15.7% |
| YTD | +20.5% | +42.1% | -21.6% | +12.2% |
| 1Y | +44.5% | +62.3% | -17.8% | +30.9% |
| All | +84.5% | +82.2% | +2.3% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling