+2,475.6%
AVGO vs AA
+45.1%
+2,430.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.4% | +8.3% | +5.0% |
| 7D | 0.0% | +1.2% | -1.3% | -0.3% |
| 30D | -8.2% | -5.0% | -3.2% | -6.9% |
| 3M | -21.3% | -22.2% | +0.9% | -16.5% |
| 6M | -22.5% | -36.3% | +13.8% | -14.1% |
| YTD | -3.6% | -24.2% | +20.6% | +1.1% |
| 1Y | -6.7% | +3.9% | -10.6% | -9.6% |
| 3Y | +258.1% | +67.6% | +190.6% | +197.3% |
| 5Y | +560.9% | -8.8% | +569.7% | +487.7% |
| 10Y | +2,475.6% | +45.0% | +2,430.7% | +1,453.1% |
| All | +2,475.6% | +45.1% | +2,430.6% | +1,453.1% |
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