-2.7%
NFLX vs APH
+280.5%
-283.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.1% | -7.4% | -4.7% |
| 7D | +2.1% | -5.9% | +8.1% | +3.8% |
| 30D | -9.0% | -14.8% | +5.8% | -4.6% |
| 3M | -14.0% | -12.4% | -1.5% | -11.4% |
| 6M | -28.2% | +8.1% | -36.2% | -34.0% |
| YTD | -32.4% | +10.9% | -43.3% | -41.6% |
| 1Y | -42.2% | +8.8% | -51.0% | -49.9% |
| 3Y | +45.9% | +262.1% | -216.2% | -55.1% |
| All | -2.7% | +280.5% | -283.2% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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