+2,664.2%
AVGO vs AMC
-98.9%
+2,763.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | +0.1% |
| 7D | -3.0% | +2.3% | -5.3% | -3.0% |
| 30D | -14.4% | -0.7% | -13.7% | -14.4% |
| 3M | -14.4% | +35.2% | -49.6% | -15.5% |
| 6M | +13.1% | +124.6% | -111.4% | +9.8% |
| YTD | +3.8% | +69.9% | -66.1% | +1.5% |
| 1Y | +17.8% | -2.6% | +20.4% | +16.8% |
| 3Y | +325.3% | -79.8% | +405.0% | +330.4% |
| 5Y | +689.9% | -99.4% | +789.3% | +739.0% |
| All | +2,664.2% | -98.9% | +2,763.1% | +2,553.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling