+2,300.3%
AVGO vs AMC
-98.6%
+2,398.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.3% | +0.5% | +8.5% |
| 7D | -0.9% | +6.6% | -7.4% | -1.0% |
| 30D | -11.6% | +14.1% | -25.7% | -12.0% |
| 3M | -25.2% | +31.3% | -56.5% | -25.8% |
| 6M | -25.4% | +126.7% | -152.1% | -27.6% |
| YTD | -7.2% | +117.9% | -125.1% | -10.0% |
| 1Y | -7.9% | +41.1% | -49.0% | -9.6% |
| 3Y | +262.1% | -61.0% | +323.1% | +261.5% |
| 5Y | +525.7% | -99.1% | +624.8% | +558.5% |
| 10Y | +2,300.3% | -98.7% | +2,399.0% | +2,207.3% |
| All | +2,300.3% | -98.6% | +2,398.9% | +2,207.3% |
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