+6.7%
AMZN vs AVGO
-8.5%
+15.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.5% |
| 7D | +4.5% | -7.5% | +12.0% | +6.0% |
| 30D | +5.8% | -10.2% | +16.0% | +7.9% |
| 3M | -4.1% | -22.0% | +17.9% | 0.0% |
| 6M | -2.2% | -21.6% | +19.4% | +0.5% |
| YTD | +15.3% | -5.4% | +20.7% | +13.4% |
| 1Y | +6.7% | -6.8% | +13.5% | +4.1% |
| All | +6.7% | -8.5% | +15.2% | +4.1% |
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