+17.8%
AVGO vs AMCR
+11.5%
+6.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | -3.0% | -3.3% | +0.3% | -3.1% |
| 30D | -14.4% | -5.4% | -9.0% | -14.5% |
| 3M | -14.4% | +20.0% | -34.4% | -14.3% |
| 6M | +13.1% | 0.0% | +13.1% | +7.4% |
| YTD | +3.8% | +11.5% | -7.7% | +3.6% |
| 1Y | +17.8% | +11.4% | +6.4% | +18.2% |
| All | +17.8% | +11.5% | +6.3% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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