-10.2%
AVGO vs AMIX
-90.1%
+79.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +11.8% | -3.1% | +8.6% |
| 7D | -0.9% | +1.2% | -2.0% | -0.9% |
| 30D | -11.6% | -45.3% | +33.7% | -10.9% |
| 3M | -25.2% | -83.1% | +57.9% | -23.4% |
| 6M | -25.4% | -76.9% | +51.4% | -25.8% |
| YTD | -7.2% | -85.3% | +78.1% | -6.4% |
| All | -10.2% | -90.1% | +79.9% | -8.2% |
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