+141.3%
NFLX vs KVUE
-20.4%
+161.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -1.1% | -5.1% | +4.0% | -0.7% |
| 30D | +4.3% | -6.3% | +10.6% | +4.8% |
| 3M | -4.8% | -0.5% | -4.3% | -4.6% |
| 6M | -18.4% | +3.1% | -21.5% | -18.4% |
| YTD | -17.4% | +6.7% | -24.1% | -17.6% |
| 1Y | -35.7% | -1.1% | -34.6% | -35.5% |
| 3Y | +73.8% | -8.7% | +82.5% | +73.4% |
| All | +141.3% | -20.4% | +161.7% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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