+291.1%
APH vs ROKU
+83.8%
+207.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | +5.0% | -1.3% | +6.3% | +5.2% |
| 30D | -3.9% | +5.9% | -9.8% | -5.1% |
| 3M | +13.0% | +23.9% | -10.9% | +7.5% |
| 6M | +25.2% | +59.6% | -34.4% | +12.3% |
| YTD | +22.9% | +43.4% | -20.5% | +12.5% |
| 1Y | +47.8% | +60.2% | -12.3% | +31.9% |
| All | +291.1% | +83.8% | +207.2% | +224.6% |
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