-26.3%
APH vs ROKU
+57.7%
-84.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.9% | -46.9% | -47.6% |
| 7D | -48.7% | -0.4% | -48.3% | -48.5% |
| 30D | -51.9% | +5.9% | -57.8% | -52.5% |
| 3M | -43.6% | +23.9% | -67.4% | -46.4% |
| 6M | -37.5% | +59.6% | -97.1% | -45.8% |
| YTD | -38.6% | +43.4% | -82.1% | -45.5% |
| 1Y | -26.3% | +60.2% | -86.5% | -36.0% |
| All | -26.3% | +57.7% | -84.1% | -36.0% |
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