-71.4%
SOUN vs ROKU
+53.8%
-125.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.0% |
| 7D | -2.7% | +4.8% | -7.5% | -5.2% |
| 30D | -26.5% | +6.1% | -32.6% | -28.9% |
| 3M | -33.6% | +10.5% | -44.1% | -37.1% |
| 6M | -54.4% | +29.2% | -83.5% | -60.7% |
| YTD | -56.7% | +50.0% | -106.7% | -67.5% |
| 1Y | -71.4% | +53.4% | -124.9% | -78.9% |
| All | -71.4% | +53.8% | -125.3% | -78.9% |
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