+250.2%
DOCN vs ROKU
+57.7%
+192.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.2% |
| 7D | +1.1% | -1.3% | +2.5% | +1.4% |
| 30D | -9.6% | +5.9% | -15.5% | -11.1% |
| 3M | -37.7% | +23.9% | -61.6% | -41.5% |
| 6M | +115.2% | +59.6% | +55.6% | +77.6% |
| YTD | +133.7% | +43.4% | +90.3% | +102.1% |
| 1Y | +250.2% | +60.2% | +190.0% | +186.5% |
| All | +250.2% | +57.7% | +192.4% | +186.5% |
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 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