+7,371.4%
AVGO vs AMC
-97.7%
+7,469.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.7% |
| 7D | -9.9% | +2.6% | -12.5% | -10.0% |
| 30D | -22.0% | +9.0% | -31.0% | -22.2% |
| 3M | -30.0% | +22.2% | -52.2% | -30.6% |
| 6M | -30.7% | +91.5% | -122.2% | -32.6% |
| YTD | -14.7% | +101.3% | -116.0% | -17.3% |
| 1Y | -16.8% | +20.8% | -37.6% | -18.1% |
| 3Y | +244.4% | -71.3% | +315.7% | +247.0% |
| 5Y | +474.0% | -99.2% | +573.3% | +513.2% |
| 10Y | +2,122.6% | -98.7% | +2,221.3% | +2,217.9% |
| All | +7,371.4% | -97.7% | +7,469.2% | +7,150.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling