+278.5%
AVGO vs AMT
+16.9%
+261.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.0% | -5.7% | -4.4% |
| 7D | +18.2% | +1.5% | +16.6% | +18.8% |
| 30D | +0.2% | +6.8% | -6.6% | +3.0% |
| 3M | -16.8% | +11.2% | -28.0% | -13.2% |
| 6M | -16.5% | +12.5% | -28.9% | -11.8% |
| YTD | +0.8% | +12.5% | -11.7% | +7.0% |
| 1Y | +2.8% | +10.1% | -7.3% | +8.2% |
| 3Y | +278.5% | +16.0% | +262.5% | +304.2% |
| All | +278.5% | +16.9% | +261.6% | +304.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling