+49.3%
NFLX vs RKT
-11.2%
+60.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.6% |
| 7D | -8.1% | -1.0% | -7.1% | -8.0% |
| 30D | -0.3% | -2.4% | +2.1% | -0.1% |
| 3M | -6.6% | +1.9% | -8.5% | -7.1% |
| 6M | -22.7% | -13.9% | -8.8% | -22.1% |
| YTD | -18.9% | -30.6% | +11.7% | -16.6% |
| 1Y | -39.8% | -34.4% | -5.5% | -37.9% |
| 3Y | +71.7% | +38.2% | +33.5% | +51.8% |
| 5Y | +27.2% | -9.7% | +36.9% | +11.4% |
| All | +49.3% | -11.2% | +60.5% | +29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling