+606.7%
AVGO vs ACHR
-25.3%
+632.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -10.9% | +16.4% | +7.3% |
| 7D | +25.0% | +11.9% | +13.1% | +22.2% |
| 30D | +2.0% | -2.5% | +4.5% | +2.1% |
| 3M | -12.3% | -31.2% | +18.9% | -7.4% |
| 6M | -12.8% | -32.2% | +19.4% | -8.7% |
| YTD | +5.9% | -42.4% | +48.3% | +12.7% |
| 1Y | +3.3% | -49.9% | +53.3% | +12.2% |
| 3Y | +293.1% | -12.9% | +306.0% | +269.1% |
| 5Y | +606.7% | -24.6% | +631.3% | +490.0% |
| All | +606.7% | -25.3% | +632.1% | +490.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling