+31,416.6%
AVGO vs APA
-32.1%
+31,448.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.8% |
| 7D | -3.0% | +0.5% | -3.5% | -3.1% |
| 30D | -14.4% | +23.4% | -37.8% | -18.2% |
| 3M | -14.4% | +12.7% | -27.1% | -17.1% |
| 6M | +13.1% | +39.4% | -26.3% | +3.7% |
| YTD | +3.8% | +79.0% | -75.2% | -10.4% |
| 1Y | +17.8% | +88.8% | -71.1% | -0.1% |
| 3Y | +325.3% | +6.4% | +318.9% | +293.2% |
| 5Y | +689.9% | +153.0% | +536.9% | +477.8% |
| 10Y | +2,597.0% | +7.5% | +2,589.5% | +1,794.4% |
| All | +31,416.6% | -32.1% | +31,448.7% | +23,961.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling