+26.7%
NFLX vs RKT
-8.7%
+35.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -5.0% | +6.0% | -11.0% | -6.0% |
| 30D | +3.5% | +0.7% | +2.9% | +3.3% |
| 3M | -7.1% | +11.8% | -18.9% | -9.4% |
| 6M | -22.5% | -7.6% | -14.8% | -22.6% |
| YTD | -18.1% | -28.7% | +10.5% | -15.0% |
| 1Y | -38.3% | -32.6% | -5.8% | -35.7% |
| 3Y | +73.4% | +42.1% | +31.3% | +33.1% |
| 5Y | +26.7% | -7.2% | +33.8% | +1.6% |
| All | +26.7% | -8.7% | +35.3% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling