+2,660.6%
AVGO vs AA
+42.1%
+2,618.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.8% | -3.0% | -4.3% |
| 7D | +18.2% | +0.5% | +17.6% | +18.0% |
| 30D | +0.2% | -0.6% | +0.8% | +0.4% |
| 3M | -16.8% | -19.7% | +2.9% | -12.3% |
| 6M | -16.5% | -41.6% | +25.1% | -5.3% |
| YTD | +0.8% | -24.6% | +25.4% | +5.8% |
| 1Y | +2.8% | +4.9% | -2.0% | -0.6% |
| 3Y | +278.5% | +66.8% | +211.7% | +214.6% |
| 5Y | +573.1% | -19.4% | +592.5% | +517.4% |
| All | +2,660.6% | +42.1% | +2,618.5% | +1,575.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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