+423.4%
NFLX vs RBA
+236.6%
+186.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.6% | +0.2% |
| 7D | +2.6% | +2.5% | +0.1% | +1.9% |
| 30D | -9.0% | +11.6% | -20.6% | -11.7% |
| 3M | -13.7% | +1.5% | -15.3% | -14.3% |
| 6M | -26.9% | -6.6% | -20.3% | -26.3% |
| YTD | -31.8% | -6.3% | -25.5% | -31.6% |
| 1Y | -42.1% | -4.0% | -38.1% | -42.3% |
| 3Y | +47.0% | +47.3% | -0.3% | +28.6% |
| 5Y | -2.5% | +47.7% | -50.2% | -16.7% |
| 10Y | +423.4% | +224.7% | +198.6% | +255.5% |
| All | +423.4% | +236.6% | +186.8% | +255.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling