+81.5%
ROKU vs ROIV
+230.5%
-149.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -3.0% | +22.3% | -25.4% | -8.2% |
| 30D | +0.7% | +16.9% | -16.2% | -3.7% |
| 3M | +26.5% | +43.9% | -17.5% | +13.8% |
| 6M | +52.6% | +41.6% | +11.1% | +37.4% |
| YTD | +40.9% | +92.7% | -51.7% | +15.8% |
| 1Y | +57.6% | +210.2% | -152.5% | +10.7% |
| All | +81.5% | +230.5% | -149.0% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling