+2,755.4%
AVGO vs AMT
+94.9%
+2,660.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.0% | +3.0% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | -13.8% | +1.8% | -15.7% | -14.3% |
| 3M | -6.9% | -6.2% | -0.7% | -5.9% |
| 6M | +11.9% | -5.0% | +16.9% | +12.1% |
| YTD | +6.9% | +2.1% | +4.8% | +4.3% |
| 1Y | +7.4% | -5.7% | +13.2% | +7.1% |
| 3Y | +345.6% | +7.9% | +337.6% | +293.3% |
| 5Y | +718.9% | -32.3% | +751.2% | +787.7% |
| 10Y | +2,755.4% | +95.0% | +2,660.3% | +1,957.6% |
| All | +2,755.4% | +94.9% | +2,660.4% | +1,957.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling