Roku, Inc. (ROKU) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$3,774
Total Return
-62.26%
CAGR
-17.71%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.45% |
| Median | -1.52% |
| Best | +89.65% |
| Worst | -39.22% |
| % of Windows Positive | 46.3% |
1-Year (252 Trading Days)
| Average | -1.06% |
| Median | +1.91% |
| Best | +139.87% |
| Worst | -85.43% |
| % of Windows Positive | 52.1% |
3-Year (756 Trading Days)
| Average | +1.32% |
| Median | -16.71% |
| Best | +195.57% |
| Worst | -87.74% |
| % of Windows Positive | 45.6% |
Risk Metrics
| Maximum Drawdown | -91.91% |
| Average Drawdown | -76.42% |
| Drawdown Duration | 1219 Trading Days (Unrecovered) |
| Sortino Ratio | 0.06 |
| Calmar Ratio | -0.19 |
| CVaR (5%) | -9.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.64% (+32.61% ann.) | +$1263.71 | $0.00 | $0.00 | $0.00 |
| 2025 | +45.94% | +$4593.76 | $0.00 | $0.00 | $0.00 |
| 2024 | -18.90% | $1889.59 | $0.00 | $0.00 | $0.00 |
| 2023 | +125.21% | +$12520.89 | $0.00 | $0.00 | $0.00 |
| 2022 | -82.16% | $8216.48 | $0.00 | $0.00 | $0.00 |
| 2021 | -31.27% | $3126.92 | $0.00 | $0.00 | $0.00 |
| 2020 | +147.96% | +$14796.12 | $0.00 | $0.00 | $0.00 |
| 2019 | +337.01% | +$33701.03 | $0.00 | $0.00 | $0.00 |
| 2018 | -40.83% | $4082.66 | $0.00 | $0.00 | $0.00 |
| 2017 partial | +120.34% (+2202.08% ann.) | +$12034.04 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 28, 2017 – February 19, 2020 | +438.55% | +102.11% | +$43855.32 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -27.90% | -97.61% | $2790.14 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +160.66% | +367.17% | +$16065.85 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +4.22% | +4.00% | +$422.24 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -78.86% | -80.80% | $7886.30 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +34.52% | +17.35% | +$3451.63 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +57.96% | +30.74% | +$5796.28 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.