+6,213.7%
AMZN vs AVGO
+29,919.6%
-23,705.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.5% | +1.3% |
| 7D | +2.8% | +18.2% | -15.3% | -3.1% |
| 30D | +5.0% | +0.2% | +4.7% | +4.3% |
| 3M | +0.6% | -16.8% | +17.4% | +6.1% |
| 6M | -1.3% | -16.5% | +15.2% | +2.4% |
| YTD | +15.5% | +0.8% | +14.7% | +11.2% |
| 1Y | +12.2% | +2.8% | +9.4% | +6.5% |
| 3Y | +87.0% | +278.5% | -191.5% | +0.6% |
| 5Y | +51.3% | +573.1% | -521.8% | -34.8% |
| 10Y | +621.7% | +2,598.7% | -1,977.0% | +91.3% |
| All | +6,213.7% | +29,919.6% | -23,705.9% | +675.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling