+88.8%
APA vs ROKU
+57.7%
+31.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -3.3% |
| 7D | +0.5% | -1.3% | +1.9% | +0.4% |
| 30D | +23.4% | +5.9% | +17.5% | +23.9% |
| 3M | +12.7% | +23.9% | -11.2% | +14.5% |
| 6M | +39.4% | +59.6% | -20.1% | +43.4% |
| YTD | +79.0% | +43.4% | +35.5% | +83.2% |
| 1Y | +88.8% | +60.2% | +28.7% | +84.3% |
| All | +88.8% | +57.7% | +31.1% | +84.3% |
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