+818.9%
AVGO vs ACHR
-43.7%
+862.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -3.0% | -0.7% | -2.3% | -2.9% |
| 30D | -14.4% | +9.8% | -24.2% | -16.1% |
| 3M | -14.4% | -10.5% | -3.9% | -13.8% |
| 6M | +13.1% | -15.5% | +28.7% | +14.6% |
| YTD | +3.8% | -24.1% | +27.9% | +6.2% |
| 1Y | +17.8% | -32.4% | +50.2% | +21.2% |
| 3Y | +325.3% | -11.6% | +336.9% | +296.4% |
| 5Y | +689.9% | -42.9% | +732.8% | +587.3% |
| All | +818.9% | -43.7% | +862.6% | +690.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling