+29.3%
V vs ROKU
+53.8%
-24.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +3.7% |
| 7D | +9.0% | +4.8% | +4.2% | +8.4% |
| 30D | +18.1% | +6.1% | +12.0% | +17.3% |
| 3M | +18.3% | +10.5% | +7.9% | +17.1% |
| 6M | +34.1% | +29.2% | +4.9% | +30.4% |
| YTD | +25.2% | +50.0% | -24.8% | +20.5% |
| 1Y | +29.3% | +53.4% | -24.1% | +24.0% |
| All | +29.3% | +53.8% | -24.5% | +24.0% |
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 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