+49.3%
NFLX vs RKT
-12.8%
+62.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.2% |
| 7D | -8.1% | -7.2% | -0.8% | -7.2% |
| 30D | +1.6% | -7.9% | +9.5% | +2.6% |
| 3M | -7.3% | +5.2% | -12.5% | -8.1% |
| 6M | -21.6% | -14.9% | -6.7% | -20.9% |
| YTD | -18.9% | -31.9% | +12.9% | -16.4% |
| 1Y | -39.1% | -36.9% | -2.2% | -36.9% |
| 3Y | +71.7% | +35.7% | +35.9% | +52.1% |
| 5Y | +27.0% | -9.7% | +36.6% | +11.3% |
| All | +49.3% | -12.8% | +62.1% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RKT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling