+926.4%
ASX vs ROKU
+867.7%
+58.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.8% |
| 7D | +11.1% | -3.0% | +14.2% | +11.6% |
| 30D | +9.6% | +0.7% | +8.9% | +9.5% |
| 3M | +18.6% | +26.5% | -7.8% | +14.5% |
| 6M | +92.1% | +52.6% | +39.5% | +80.7% |
| YTD | +158.5% | +40.9% | +117.5% | +145.1% |
| 1Y | +271.9% | +57.6% | +214.2% | +246.9% |
| 3Y | +465.2% | +83.2% | +382.1% | +398.7% |
| 5Y | +479.4% | -54.8% | +534.3% | +447.0% |
| All | +926.4% | +867.7% | +58.6% | +772.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling