+423.4%
NFLX vs KDP
+235.7%
+187.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.6% |
| 7D | +2.6% | +0.3% | +2.3% | +2.4% |
| 30D | -9.0% | +16.3% | -25.3% | -12.5% |
| 3M | -13.7% | +24.0% | -37.7% | -18.4% |
| 6M | -26.9% | +30.0% | -56.9% | -31.7% |
| YTD | -31.8% | +36.1% | -67.9% | -37.3% |
| 1Y | -42.1% | +46.8% | -88.9% | -47.8% |
| 3Y | +47.0% | +30.5% | +16.5% | +33.8% |
| 5Y | -2.5% | +17.9% | -20.4% | -8.9% |
| 10Y | +423.4% | +239.3% | +184.1% | +266.0% |
| All | +423.4% | +235.7% | +187.7% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling