+31.3%
NFLX vs KR
+52.3%
-21.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.7% | -0.9% | +1.6% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +4.3% | +5.1% | -0.8% | +3.8% |
| 3M | -4.8% | -8.2% | +3.4% | -4.2% |
| 6M | -18.4% | -18.0% | -0.4% | -17.3% |
| YTD | -17.4% | -4.8% | -12.7% | -17.5% |
| 1Y | -35.7% | -11.0% | -24.7% | -35.3% |
| 3Y | +73.8% | +37.7% | +36.1% | +63.7% |
| All | +31.3% | +52.3% | -21.0% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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