+9.0%
AVGO vs ACI
-35.6%
+44.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.7% |
| 7D | -0.8% | -5.0% | +4.3% | -1.9% |
| 30D | -13.7% | -2.3% | -11.4% | -14.1% |
| 3M | -6.9% | -23.2% | +16.3% | -12.3% |
| 6M | +5.8% | -29.5% | +35.3% | -2.4% |
| YTD | +5.7% | -28.6% | +34.3% | -1.8% |
| 1Y | +9.0% | -34.0% | +43.1% | +0.5% |
| All | +9.0% | -35.6% | +44.6% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling