-51.1%
FIS vs ROKU
+880.6%
-931.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | +0.1% |
| 7D | -7.9% | -0.4% | -7.5% | -7.9% |
| 30D | -8.0% | +2.1% | -10.0% | -8.2% |
| 3M | +0.6% | +29.5% | -28.9% | -2.4% |
| 6M | -22.2% | +53.8% | -76.0% | -26.1% |
| YTD | -40.8% | +42.8% | -83.6% | -43.4% |
| 1Y | -41.5% | +60.7% | -102.3% | -44.9% |
| 3Y | -25.5% | +83.9% | -109.4% | -33.3% |
| 5Y | -64.8% | -52.8% | -12.0% | -66.4% |
| All | -51.1% | +880.6% | -931.7% | -62.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling