+548.8%
PLTR vs ROKU
-54.3%
+603.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.3% |
| 7D | 0.0% | -3.0% | +3.1% | +1.6% |
| 30D | -3.3% | +0.7% | -4.0% | -3.7% |
| 3M | +28.4% | +26.5% | +1.9% | +12.4% |
| 6M | +8.4% | +52.6% | -44.3% | -14.1% |
| YTD | -4.6% | +40.9% | -45.6% | -21.7% |
| 1Y | +4.4% | +57.6% | -53.2% | -19.4% |
| 3Y | +1,020.5% | +83.2% | +937.3% | +603.6% |
| 5Y | +548.8% | -54.8% | +603.6% | +566.4% |
| All | +548.8% | -54.3% | +603.1% | +566.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling