+643.8%
AMZN vs AVGO
+2,751.8%
-2,107.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.5% | -5.1% | -1.6% |
| 7D | +2.8% | +25.0% | -22.2% | -5.6% |
| 30D | +3.4% | +2.0% | +1.5% | +2.1% |
| 3M | +0.1% | -12.3% | +12.3% | +4.0% |
| 6M | +0.6% | -12.8% | +13.4% | +3.1% |
| YTD | +15.9% | +5.9% | +10.0% | +9.0% |
| 1Y | +9.5% | +3.3% | +6.2% | +3.1% |
| 3Y | +86.3% | +293.1% | -206.8% | -12.1% |
| 5Y | +51.7% | +606.7% | -555.0% | -46.5% |
| All | +643.8% | +2,751.8% | -2,107.9% | +51.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling