-16.8%
AVGO vs AMIX
-91.4%
+74.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -9.9% | -16.0% | +6.1% | -9.7% |
| 30D | -22.0% | -55.4% | +33.4% | -21.1% |
| 3M | -30.0% | -87.5% | +57.5% | -28.1% |
| 6M | -30.7% | -81.2% | +50.5% | -30.6% |
| YTD | -14.7% | -86.8% | +72.2% | -13.5% |
| 1Y | -16.8% | -91.6% | +74.8% | -14.4% |
| All | -16.8% | -91.4% | +74.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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