+44.9%
AMZN vs AVGO
+712.1%
-667.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.4% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | -9.2% | -13.7% | +4.5% | -4.7% |
| 3M | +3.4% | -6.9% | +10.3% | +5.0% |
| 6M | +18.2% | +5.8% | +12.4% | +12.7% |
| YTD | +9.3% | +5.7% | +3.7% | +3.7% |
| 1Y | +5.9% | +9.0% | -3.1% | -2.6% |
| 3Y | +82.6% | +340.5% | -257.9% | -28.7% |
| 5Y | +44.9% | +711.1% | -666.2% | -65.6% |
| All | +44.9% | +712.1% | -667.2% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling