+278.5%
AVGO vs ACHR
-19.2%
+297.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.9% | +2.2% | -3.4% |
| 7D | +18.2% | -9.2% | +27.4% | +20.1% |
| 30D | +0.2% | -1.0% | +1.2% | +0.1% |
| 3M | -16.8% | -42.2% | +25.4% | -8.4% |
| 6M | -16.5% | -38.2% | +21.7% | -10.4% |
| YTD | +0.8% | -46.4% | +47.2% | +9.6% |
| 1Y | +2.8% | -49.4% | +52.2% | +12.6% |
| 3Y | +278.5% | -22.5% | +301.0% | +287.7% |
| All | +278.5% | -19.2% | +297.8% | +287.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling