+53.4%
ROKU vs ACWI
+14.9%
+38.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -0.5% |
| 7D | +4.8% | -0.5% | +5.3% | +5.4% |
| 30D | +6.1% | -1.6% | +7.7% | +8.1% |
| 3M | +10.5% | -1.3% | +11.8% | +12.0% |
| 6M | +29.2% | +5.8% | +23.3% | +16.4% |
| YTD | +50.0% | +12.7% | +37.3% | +22.9% |
| 1Y | +53.4% | +15.0% | +38.4% | +21.3% |
| All | +53.4% | +14.9% | +38.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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