+1,245.9%
AVGO vs ACI
+18.9%
+1,227.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.1% |
| 7D | -0.8% | -5.0% | +4.3% | -0.7% |
| 30D | -13.7% | -2.3% | -11.4% | -13.7% |
| 3M | -6.9% | -23.2% | +16.3% | -6.3% |
| 6M | +5.8% | -29.5% | +35.3% | +6.8% |
| YTD | +5.7% | -28.6% | +34.3% | +6.5% |
| 1Y | +9.0% | -34.0% | +43.1% | +10.5% |
| 3Y | +340.5% | -45.0% | +385.5% | +350.4% |
| 5Y | +711.1% | -44.0% | +755.1% | +720.3% |
| All | +1,245.9% | +18.9% | +1,227.0% | +1,142.9% |
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