-42.3%
MSTR vs ROKU
+53.8%
-96.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.2% |
| 7D | -1.8% | +4.8% | -6.6% | -4.3% |
| 30D | -13.3% | +6.1% | -19.4% | -16.2% |
| 3M | +46.0% | +10.5% | +35.5% | +37.6% |
| 6M | -22.4% | +29.2% | -51.6% | -33.3% |
| YTD | -6.2% | +50.0% | -56.2% | -32.4% |
| 1Y | -42.3% | +53.4% | -95.7% | -58.0% |
| All | -42.3% | +53.8% | -96.1% | -58.0% |
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