+44.5%
AAPL vs AVGO
+3.4%
+41.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.5% | +3.6% |
| 7D | -0.5% | +1.0% | -1.5% | -0.6% |
| 30D | +7.1% | -13.3% | +20.4% | +8.3% |
| 3M | +12.1% | -2.9% | +15.0% | +12.0% |
| 6M | +25.4% | +5.7% | +19.7% | +22.9% |
| YTD | +20.5% | +4.6% | +15.8% | +18.1% |
| 1Y | +44.5% | -1.6% | +46.2% | +40.2% |
| All | +44.5% | +3.4% | +41.1% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 1y: compounded portfolio wealth divided by compounded AVGO 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…
1y analysis · Full analysis span regression · 6 months rolling