-17.4%
AVGO vs AMAT
+41.6%
-59.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | -1.1% |
| 7D | -9.9% | -14.7% | +4.8% | -3.7% |
| 30D | -22.0% | -36.1% | +14.1% | -6.5% |
| 3M | -30.0% | -36.9% | +6.8% | -16.2% |
| 6M | -30.7% | -22.2% | -8.5% | -28.0% |
| YTD | -14.7% | +29.9% | -44.6% | -35.9% |
| All | -17.4% | +41.6% | -59.1% | -40.5% |
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