+62.1%
NTAP vs ROKU
+62.9%
-0.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.4% |
| 7D | +7.4% | -0.4% | +7.8% | +7.5% |
| 30D | -1.4% | +2.1% | -3.4% | -1.8% |
| 3M | +24.6% | +29.5% | -4.9% | +17.7% |
| 6M | +105.9% | +53.8% | +52.1% | +84.0% |
| YTD | +88.5% | +42.8% | +45.7% | +70.1% |
| 1Y | +62.1% | +60.7% | +1.4% | +39.1% |
| All | +62.1% | +62.9% | -0.8% | +39.1% |
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 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