+180.8%
EQIX vs ROKU
+867.7%
-686.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.3% |
| 7D | +2.3% | -3.0% | +5.4% | +2.6% |
| 30D | +0.4% | +0.7% | -0.3% | +0.4% |
| 3M | -1.1% | +26.5% | -27.6% | -3.6% |
| 6M | +11.5% | +52.6% | -41.2% | +6.5% |
| YTD | +38.2% | +40.9% | -2.7% | +32.8% |
| 1Y | +36.7% | +57.6% | -21.0% | +29.6% |
| 3Y | +44.1% | +83.2% | -39.1% | +30.2% |
| 5Y | +34.8% | -54.8% | +89.7% | +29.4% |
| All | +180.8% | +867.7% | -686.9% | +143.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling