+42.8%
EQIX vs ROKU
+83.2%
-40.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.3% |
| 7D | +0.2% | -0.4% | +0.6% | +0.2% |
| 30D | -2.5% | +2.1% | -4.5% | -2.7% |
| 3M | 0.0% | +29.5% | -29.5% | -3.0% |
| 6M | +7.6% | +53.8% | -46.1% | +2.3% |
| YTD | +37.5% | +42.8% | -5.3% | +31.6% |
| 1Y | +32.9% | +60.7% | -27.8% | +25.1% |
| 3Y | +42.8% | +83.9% | -41.1% | +30.3% |
| All | +42.8% | +83.2% | -40.4% | +30.3% |
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 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