+109.3%
IONQ vs ROKU
+86.5%
+22.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | +7.1% | -0.1% | +7.2% | +7.2% |
| 30D | -8.9% | +1.5% | -10.4% | -9.6% |
| 3M | -35.6% | +25.7% | -61.3% | -43.3% |
| 6M | +13.3% | +54.5% | -41.2% | -9.1% |
| YTD | -9.8% | +43.2% | -53.0% | -25.2% |
| 1Y | -1.3% | +56.3% | -57.6% | -21.7% |
| 3Y | +109.3% | +86.1% | +23.2% | +63.3% |
| All | +109.3% | +86.5% | +22.7% | +63.3% |
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