-6.8%
AVGO vs AIG
+6.0%
-12.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -1.3% |
| 7D | -7.5% | +2.3% | -9.8% | -6.4% |
| 30D | -10.2% | +8.8% | -19.0% | -6.6% |
| 3M | -22.0% | +3.7% | -25.7% | -20.4% |
| 6M | -21.6% | +6.8% | -28.3% | -17.9% |
| YTD | -5.4% | -2.6% | -2.8% | -5.6% |
| 1Y | -6.8% | +3.7% | -10.6% | -5.2% |
| All | -6.8% | +6.0% | -12.8% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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