-2.7%
NFLX vs KDP
+14.9%
-17.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.2% |
| 7D | +2.1% | +2.2% | -0.1% | +1.7% |
| 30D | -9.0% | +19.9% | -29.0% | -11.4% |
| 3M | -14.0% | +21.5% | -35.4% | -16.4% |
| 6M | -28.2% | +30.1% | -58.3% | -30.7% |
| YTD | -32.4% | +34.9% | -67.3% | -35.1% |
| 1Y | -42.2% | +43.4% | -85.6% | -45.1% |
| 3Y | +45.9% | +29.1% | +16.8% | +38.3% |
| All | -2.7% | +14.9% | -17.6% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling