-6.7%
AVGO vs AMIX
-89.3%
+82.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +8.8% | -4.9% | +3.8% |
| 7D | 0.0% | +11.4% | -11.5% | -0.2% |
| 30D | -8.2% | -40.5% | +32.3% | -7.5% |
| 3M | -21.3% | -80.1% | +58.8% | -19.6% |
| 6M | -22.5% | -74.8% | +52.3% | -23.0% |
| YTD | -3.6% | -84.0% | +80.4% | -2.9% |
| 1Y | -6.7% | -89.7% | +83.0% | -4.7% |
| All | -6.7% | -89.3% | +82.6% | -4.7% |
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