+980.0%
SMCI vs ROKU
-52.4%
+1,032.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.1% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | +6.6% | +2.1% | +4.6% | +5.9% |
| 3M | +25.4% | +29.5% | -4.1% | +13.4% |
| 6M | +26.1% | +53.8% | -27.7% | +9.3% |
| YTD | +37.0% | +42.8% | -5.8% | +21.0% |
| 1Y | -8.8% | +60.7% | -69.5% | -22.6% |
| 3Y | +44.6% | +83.9% | -39.3% | +15.0% |
| All | +980.0% | -52.4% | +1,032.4% | +750.0% |
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