-8.5%
NFLX vs RKT
-7.1%
-1.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.0% | -9.0% | +7.0% | -0.4% |
| 30D | -11.9% | +30.2% | -42.1% | -16.0% |
| 3M | -20.6% | -8.8% | -11.7% | -19.6% |
| 6M | -29.0% | -0.9% | -28.1% | -29.7% |
| YTD | -33.7% | -29.2% | -4.5% | -31.3% |
| 1Y | -46.2% | -20.1% | -26.1% | -45.7% |
| 3Y | +39.8% | +81.3% | -41.5% | -2.9% |
| All | -8.5% | -7.1% | -1.5% | -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 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