-2.7%
NFLX vs KEY
+11.7%
-14.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | +2.1% | -1.3% | +3.4% | +2.4% |
| 30D | -9.0% | +5.1% | -14.2% | -9.9% |
| 3M | -14.0% | -7.1% | -6.8% | -12.8% |
| 6M | -28.2% | -4.4% | -23.8% | -27.7% |
| YTD | -32.4% | +4.0% | -36.4% | -33.3% |
| 1Y | -42.2% | +23.4% | -65.6% | -45.1% |
| 3Y | +45.9% | +113.9% | -68.1% | +19.1% |
| All | -2.7% | +11.7% | -14.3% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling