+52,899.3%
NFLX vs KEY
+73.5%
+52,825.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -33.2% |
| 1Y | -42.2% | +23.4% | -65.6% | -44.8% |
| 3Y | +45.9% | +113.9% | -68.1% | +23.3% |
| 5Y | -1.8% | +12.3% | -14.1% | -8.8% |
| 10Y | +419.6% | +125.5% | +294.1% | +293.9% |
| All | +52,899.3% | +73.5% | +52,825.9% | +27,775.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling