+201.7%
AVGO vs AMIX
-99.9%
+301.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.2% |
| 7D | -3.0% | -13.7% | +10.8% | -2.8% |
| 30D | -14.4% | -62.1% | +47.6% | -13.4% |
| 3M | -14.4% | -46.2% | +31.7% | -17.0% |
| 6M | +13.1% | -46.4% | +59.6% | +9.5% |
| YTD | +3.8% | -60.3% | +64.1% | +0.9% |
| 1Y | +17.8% | -79.7% | +97.4% | +15.4% |
| All | +201.7% | -99.9% | +301.5% | +212.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling