+718.9%
AVGO vs ACI
-44.9%
+763.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.3% | +6.2% | +3.0% |
| 7D | -0.3% | -2.6% | +2.3% | -0.3% |
| 30D | -13.8% | +1.1% | -14.9% | -13.9% |
| 3M | -6.9% | -23.6% | +16.7% | -6.3% |
| 6M | +11.9% | -29.9% | +41.9% | +13.2% |
| YTD | +6.9% | -26.9% | +33.7% | +7.6% |
| 1Y | +7.4% | -34.2% | +41.7% | +9.3% |
| 3Y | +345.6% | -43.6% | +389.2% | +356.8% |
| 5Y | +718.9% | -42.4% | +761.3% | +722.2% |
| All | +718.9% | -44.9% | +763.8% | +722.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling