+344.7%
AVGO vs ACI
-43.7%
+388.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.3% | +6.2% | +2.8% |
| 7D | -0.3% | -2.6% | +2.3% | -0.5% |
| 30D | -13.8% | +1.1% | -14.9% | -13.8% |
| 3M | -6.9% | -23.6% | +16.7% | -8.2% |
| 6M | +11.9% | -29.9% | +41.9% | +10.4% |
| YTD | +6.9% | -26.9% | +33.7% | +5.3% |
| 1Y | +7.4% | -34.2% | +41.7% | +7.5% |
| All | +344.7% | -43.7% | +388.5% | +349.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling