+670.3%
NFLX vs RBA
+182.6%
+487.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.4% |
| 7D | -5.0% | -1.1% | -3.9% | -4.7% |
| 30D | +3.5% | -13.2% | +16.8% | +7.4% |
| 3M | -7.1% | -21.4% | +14.3% | -1.8% |
| 6M | -22.5% | -20.9% | -1.6% | -18.4% |
| YTD | -18.1% | -19.9% | +1.7% | -14.3% |
| 1Y | -38.3% | -28.7% | -9.7% | -33.5% |
| 3Y | +73.4% | +27.4% | +46.0% | +57.4% |
| 5Y | +26.7% | +41.7% | -15.1% | +9.0% |
| 10Y | +670.3% | +189.6% | +480.7% | +414.0% |
| All | +670.3% | +182.6% | +487.8% | +414.0% |
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