+25,809.4%
AVGO vs AMT
+693.2%
+25,116.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.6% |
| 7D | -9.9% | +0.5% | -10.5% | -10.2% |
| 30D | -22.0% | +13.6% | -35.6% | -25.7% |
| 3M | -30.0% | +11.5% | -41.5% | -33.0% |
| 6M | -30.7% | +6.9% | -37.7% | -33.7% |
| YTD | -14.7% | +10.8% | -25.5% | -20.0% |
| 1Y | -16.8% | +10.3% | -27.1% | -21.9% |
| 3Y | +244.4% | +12.4% | +232.0% | +197.6% |
| 5Y | +474.0% | -20.1% | +494.1% | +474.5% |
| 10Y | +2,122.6% | +116.8% | +2,005.7% | +1,182.6% |
| All | +25,809.4% | +693.2% | +25,116.2% | +7,485.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling