+73.4%
NFLX vs KGC
+556.1%
-482.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.6% |
| 7D | -5.0% | +2.4% | -7.4% | -5.2% |
| 30D | +3.5% | +9.2% | -5.7% | +2.4% |
| 3M | -7.1% | +16.7% | -23.8% | -9.1% |
| 6M | -22.5% | -7.0% | -15.5% | -22.5% |
| YTD | -18.1% | +7.5% | -25.6% | -20.4% |
| 1Y | -38.3% | +34.4% | -72.7% | -42.4% |
| 3Y | +73.4% | +552.0% | -478.6% | +35.6% |
| All | +73.4% | +556.1% | -482.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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