+50.9%
AMZN vs AVGO
+601.2%
-550.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.5% | -5.1% | -1.4% |
| 7D | +2.8% | +25.0% | -22.2% | -5.1% |
| 30D | +3.4% | +2.0% | +1.5% | +2.2% |
| 3M | +0.1% | -12.3% | +12.3% | +3.8% |
| 6M | +0.6% | -12.8% | +13.4% | +2.9% |
| YTD | +15.9% | +5.9% | +10.0% | +9.2% |
| 1Y | +9.5% | +3.3% | +6.2% | +3.3% |
| 3Y | +86.3% | +293.1% | -206.8% | -21.3% |
| All | +50.9% | +601.2% | -550.3% | -59.4% |
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