+6,020.8%
AMZN vs AVGO
+30,805.4%
-24,784.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.0% | -3.0% | 0.0% | -2.0% |
| 30D | -5.2% | -14.4% | +9.2% | -0.3% |
| 3M | +1.9% | -14.4% | +16.3% | +6.4% |
| 6M | +19.2% | +13.1% | +6.1% | +11.6% |
| YTD | +12.0% | +3.8% | +8.2% | +7.5% |
| 1Y | +9.7% | +17.8% | -8.1% | -1.2% |
| 3Y | +87.2% | +325.3% | -238.1% | -2.9% |
| 5Y | +48.7% | +689.9% | -641.3% | -38.9% |
| 10Y | +569.3% | +2,597.0% | -2,027.7% | +78.3% |
| All | +6,020.8% | +30,805.4% | -24,784.6% | +649.5% |
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