-37.8%
NFLX vs KEY
+21.3%
-59.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.3% |
| 7D | -4.2% | +2.2% | -6.4% | -4.1% |
| 30D | +5.5% | -3.0% | +8.5% | +5.1% |
| 3M | -4.1% | +3.3% | -7.4% | -3.7% |
| 6M | -20.7% | +9.2% | -29.9% | -20.2% |
| YTD | -16.5% | +10.6% | -27.2% | -15.7% |
| 1Y | -37.8% | +20.4% | -58.2% | -38.1% |
| All | -37.8% | +21.3% | -59.1% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling