+27.2%
NFLX vs RIO
+101.7%
-74.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -8.1% | +1.0% | -9.1% | -8.3% |
| 30D | -0.3% | +4.0% | -4.4% | -1.4% |
| 3M | -6.6% | +4.5% | -11.1% | -7.9% |
| 6M | -22.7% | +17.3% | -40.0% | -26.5% |
| YTD | -18.9% | +36.2% | -55.1% | -26.6% |
| 1Y | -39.8% | +76.1% | -116.0% | -49.8% |
| 3Y | +71.7% | +102.5% | -30.8% | +33.0% |
| 5Y | +27.2% | +103.5% | -76.3% | +2.2% |
| All | +27.2% | +101.7% | -74.4% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling