-2.7%
SMCI vs ROKU
+57.7%
-60.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +5.4% |
| 7D | +6.8% | -1.3% | +8.1% | +7.4% |
| 30D | +30.6% | +5.9% | +24.7% | +27.1% |
| 3M | -15.6% | +23.9% | -39.5% | -24.6% |
| 6M | +21.3% | +59.6% | -38.3% | -5.5% |
| YTD | +35.3% | +43.4% | -8.2% | +7.9% |
| 1Y | -2.7% | +60.2% | -62.9% | -24.8% |
| All | -2.7% | +57.7% | -60.5% | -24.8% |
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