+826.4%
AVGO vs ACHR
-46.3%
+872.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +1.0% | -5.4% | +6.4% | +1.9% |
| 30D | -13.3% | -19.7% | +6.5% | -10.4% |
| 3M | -2.9% | +7.9% | -10.8% | -5.0% |
| 6M | +5.7% | -13.8% | +19.5% | +6.8% |
| YTD | +4.6% | -27.5% | +32.2% | +7.8% |
| 1Y | -1.6% | -33.9% | +32.3% | +1.6% |
| 3Y | +336.2% | -20.0% | +356.2% | +312.7% |
| 5Y | +695.6% | -44.0% | +739.6% | +594.5% |
| All | +826.4% | -46.3% | +872.7% | +703.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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