+477.7%
ASX vs ROKU
-54.7%
+532.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.2% | +6.1% |
| 7D | +6.3% | -0.1% | +6.4% | +6.3% |
| 30D | +6.4% | +1.5% | +5.0% | +6.1% |
| 3M | +13.1% | +25.7% | -12.6% | +7.5% |
| 6M | +90.3% | +54.5% | +35.8% | +73.4% |
| YTD | +149.6% | +43.2% | +106.4% | +129.9% |
| 1Y | +249.2% | +56.3% | +192.9% | +215.3% |
| 3Y | +445.9% | +86.1% | +359.8% | +349.4% |
| 5Y | +477.7% | -53.6% | +531.3% | +418.3% |
| All | +477.7% | -54.7% | +532.5% | +418.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling