-2.7%
NFLX vs AR
+71.8%
-74.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | +2.1% | -14.3% | +16.4% | +4.2% |
| 30D | -9.0% | +1.4% | -10.5% | -9.4% |
| 3M | -14.0% | +3.4% | -17.3% | -14.7% |
| 6M | -28.2% | -2.1% | -26.1% | -28.4% |
| YTD | -32.4% | +4.7% | -37.1% | -33.5% |
| 1Y | -42.2% | +10.6% | -52.8% | -43.7% |
| 3Y | +45.9% | +24.6% | +21.3% | +37.3% |
| All | -2.7% | +71.8% | -74.5% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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