+2,475.6%
AVGO vs APA
+0.4%
+2,475.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.7% |
| 7D | 0.0% | -5.5% | +5.5% | +0.9% |
| 30D | -8.2% | -1.2% | -7.0% | -8.2% |
| 3M | -21.3% | +10.6% | -31.8% | -23.0% |
| 6M | -22.5% | +28.4% | -51.0% | -26.6% |
| YTD | -3.6% | +89.7% | -93.3% | -16.0% |
| 1Y | -6.7% | +90.6% | -97.3% | -19.0% |
| 3Y | +258.1% | +36.9% | +221.2% | +219.0% |
| 5Y | +560.9% | +83.2% | +477.6% | +440.5% |
| 10Y | +2,475.6% | -0.1% | +2,475.7% | +1,720.2% |
| All | +2,475.6% | +0.4% | +2,475.3% | +1,720.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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