+345.6%
AVGO vs AAL
-7.8%
+353.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +3.4% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -13.8% | -19.0% | +5.2% | -9.3% |
| 3M | -6.9% | -5.1% | -1.8% | -6.4% |
| 6M | +11.9% | +15.5% | -3.5% | +6.4% |
| YTD | +6.9% | -15.8% | +22.7% | +9.4% |
| 1Y | +7.4% | -0.3% | +7.7% | +4.5% |
| 3Y | +345.6% | -7.7% | +353.2% | +285.8% |
| All | +345.6% | -7.8% | +353.4% | +285.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 3y: compounded portfolio wealth divided by compounded AAL 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…
3y analysis · Full analysis span regression · 6 months rolling