+29.0%
NFLX vs APD
+27.6%
+1.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.4% | -5.1% |
| 7D | -4.2% | -2.2% | -2.0% | -3.6% |
| 30D | +5.5% | +2.1% | +3.4% | +4.9% |
| 3M | -4.1% | +7.2% | -11.2% | -6.1% |
| 6M | -20.7% | +11.2% | -31.9% | -23.4% |
| YTD | -16.5% | +24.4% | -40.9% | -22.6% |
| 1Y | -37.8% | +6.7% | -44.4% | -39.4% |
| 3Y | +77.9% | +9.2% | +68.6% | +67.8% |
| All | +29.0% | +27.6% | +1.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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