-1.9%
NFLX vs RIO
+93.1%
-94.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -2.8% | +0.5% | -3.3% | -2.9% |
| 30D | -8.6% | -9.9% | +1.3% | -6.3% |
| 3M | -13.7% | -14.0% | +0.3% | -10.7% |
| 6M | -24.5% | -19.5% | -4.9% | -20.8% |
| YTD | -31.2% | +11.5% | -42.7% | -34.8% |
| 1Y | -43.2% | +26.9% | -70.1% | -48.4% |
| 3Y | +44.3% | +55.1% | -10.8% | +19.9% |
| 5Y | -1.9% | +90.7% | -92.5% | -17.7% |
| All | -1.9% | +93.1% | -94.9% | -17.7% |
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