-8.5%
NFLX vs RBA
+45.7%
-54.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.0% | +1.7% | -3.7% | -2.4% |
| 30D | -11.9% | +8.3% | -20.3% | -13.9% |
| 3M | -20.6% | +10.5% | -31.1% | -22.8% |
| 6M | -29.0% | -5.9% | -23.2% | -28.7% |
| YTD | -33.7% | -6.9% | -26.8% | -33.5% |
| 1Y | -46.2% | -4.9% | -41.3% | -46.4% |
| 3Y | +39.8% | +64.5% | -24.7% | +17.1% |
| All | -8.5% | +45.7% | -54.2% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling