-44.7%
IONQ vs ROKU
+53.8%
-98.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.5% |
| 7D | -8.9% | +4.8% | -13.7% | -11.7% |
| 30D | -31.3% | +6.1% | -37.4% | -33.9% |
| 3M | -29.2% | +10.5% | -39.7% | -33.8% |
| 6M | -35.4% | +29.2% | -64.6% | -46.1% |
| YTD | -34.2% | +50.0% | -84.2% | -55.1% |
| 1Y | -44.7% | +53.4% | -98.1% | -62.2% |
| All | -44.7% | +53.8% | -98.5% | -62.2% |
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