+45.2%
NFLX vs RIO
+55.4%
-10.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +2.0% |
| 7D | -2.8% | +0.5% | -3.3% | -2.8% |
| 30D | -8.6% | -9.9% | +1.3% | -7.8% |
| 3M | -13.7% | -14.0% | +0.3% | -12.6% |
| 6M | -24.5% | -19.5% | -4.9% | -23.0% |
| YTD | -31.2% | +11.5% | -42.7% | -33.1% |
| 1Y | -43.2% | +26.9% | -70.1% | -46.0% |
| All | +45.2% | +55.4% | -10.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 3y: compounded portfolio wealth divided by compounded RIO 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…
3y analysis · Full analysis span regression · 6 months rolling