+74.4%
NFLX vs KEY
+122.6%
-48.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.4% |
| 7D | -4.2% | +2.2% | -6.4% | -4.4% |
| 30D | +5.5% | -3.0% | +8.5% | +5.7% |
| 3M | -4.1% | +3.3% | -7.4% | -4.4% |
| 6M | -20.7% | +9.2% | -29.9% | -21.5% |
| YTD | -16.5% | +10.6% | -27.2% | -17.6% |
| 1Y | -37.8% | +20.4% | -58.2% | -39.3% |
| All | +74.4% | +122.6% | -48.2% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling