+1,128.4%
AVGO vs ACI
+34.0%
+1,094.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.2% | +1.7% | +3.9% |
| 7D | 0.0% | -0.6% | +0.6% | 0.0% |
| 30D | -8.2% | +9.5% | -17.7% | -8.3% |
| 3M | -21.3% | +10.1% | -31.4% | -21.4% |
| 6M | -22.5% | -15.4% | -7.1% | -22.1% |
| YTD | -3.6% | -19.5% | +16.0% | -3.0% |
| 1Y | -6.7% | -21.0% | +14.3% | -6.1% |
| 3Y | +258.1% | -31.2% | +289.3% | +262.3% |
| 5Y | +560.9% | -40.6% | +601.4% | +568.6% |
| All | +1,128.4% | +34.0% | +1,094.5% | +1,032.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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