+691.7%
AVGO vs AMT
-31.6%
+723.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.2% |
| 7D | -3.0% | -0.2% | -2.7% | -2.9% |
| 30D | -14.4% | +4.6% | -19.1% | -14.5% |
| 3M | -14.4% | -8.4% | -6.0% | -14.1% |
| 6M | +13.1% | -6.0% | +19.2% | +13.4% |
| YTD | +3.8% | +2.1% | +1.7% | +3.2% |
| 1Y | +17.8% | -6.4% | +24.2% | +18.0% |
| 3Y | +325.3% | +8.1% | +317.2% | +285.8% |
| All | +691.7% | -31.6% | +723.2% | +754.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling