+711.1%
AVGO vs ACHR
-44.8%
+755.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.7% | +4.5% | -0.2% |
| 7D | -0.8% | -2.7% | +1.9% | -0.4% |
| 30D | -13.7% | -12.1% | -1.6% | -12.2% |
| 3M | -6.9% | +3.4% | -10.3% | -8.4% |
| 6M | +5.8% | -15.6% | +21.4% | +7.2% |
| YTD | +5.7% | -26.9% | +32.5% | +8.7% |
| 1Y | +9.0% | -34.8% | +43.8% | +12.8% |
| 3Y | +340.5% | -19.2% | +359.8% | +316.9% |
| 5Y | +711.1% | -43.8% | +754.8% | +576.6% |
| All | +711.1% | -44.8% | +755.9% | +576.6% |
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