+226.8%
B vs ROKU
+875.4%
-648.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | -5.0% | -2.6% | -2.4% | -4.9% |
| 30D | +8.7% | +2.1% | +6.6% | +8.6% |
| 3M | +17.3% | +31.8% | -14.5% | +15.6% |
| 6M | -5.0% | +53.3% | -58.3% | -7.1% |
| YTD | +1.4% | +42.1% | -40.6% | -0.5% |
| 1Y | +50.5% | +62.3% | -11.8% | +46.8% |
| 3Y | +194.4% | +84.6% | +109.7% | +181.9% |
| 5Y | +156.7% | -53.1% | +209.7% | +149.0% |
| All | +226.8% | +875.4% | -648.6% | +203.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling