-7.7%
NFLX vs APTV
-77.5%
+69.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.3% | -2.5% |
| 7D | -4.4% | -5.0% | +0.6% | -3.0% |
| 30D | -11.0% | -12.3% | +1.3% | -7.9% |
| 3M | -15.5% | -19.9% | +4.4% | -10.7% |
| 6M | -28.5% | -29.4% | +0.9% | -23.5% |
| YTD | -33.1% | -49.0% | +15.9% | -21.7% |
| 1Y | -45.8% | -53.1% | +7.3% | -34.8% |
| 3Y | +40.2% | -48.9% | +89.1% | +53.2% |
| All | -7.7% | -77.5% | +69.7% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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