-56.4%
MSTR vs ROKU
+57.7%
-114.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.4% |
| 7D | +12.2% | -1.3% | +13.5% | +13.1% |
| 30D | +45.2% | +5.9% | +39.3% | +40.0% |
| 3M | +10.4% | +23.9% | -13.5% | -3.4% |
| 6M | -2.5% | +59.6% | -62.0% | -26.6% |
| YTD | -6.0% | +43.4% | -49.4% | -27.9% |
| 1Y | -56.4% | +60.2% | -116.6% | -67.6% |
| All | -56.4% | +57.7% | -114.1% | -67.6% |
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