-6.7%
AVGO vs AMAT
+58.6%
-65.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +3.7% |
| 7D | 0.0% | -2.5% | +2.4% | +0.9% |
| 30D | -8.2% | -26.5% | +18.4% | +3.6% |
| 3M | -21.3% | -28.6% | +7.3% | -10.5% |
| 6M | -22.5% | -14.2% | -8.3% | -22.8% |
| YTD | -3.6% | +45.5% | -49.0% | -31.0% |
| 1Y | -6.7% | +59.3% | -66.0% | -36.0% |
| All | -6.7% | +58.6% | -65.3% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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