+51.8%
ROKU vs ROIV
+84.7%
-32.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -1.0% |
| 7D | +2.6% | -2.4% | +5.0% | +2.9% |
| 30D | +5.5% | +3.1% | +2.4% | +5.0% |
| 3M | +9.1% | +5.8% | +3.3% | +7.8% |
| 6M | +28.9% | +29.3% | -0.4% | +22.3% |
| YTD | +47.8% | +68.8% | -20.9% | +39.2% |
| 1Y | +51.8% | +81.0% | -29.3% | +40.8% |
| All | +51.8% | +84.7% | -32.9% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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