+31,416.6%
AVGO vs APD
+567.6%
+30,849.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -3.0% | -2.2% | -0.7% | -1.8% |
| 30D | -14.4% | +2.1% | -16.5% | -15.5% |
| 3M | -14.4% | +7.2% | -21.6% | -18.4% |
| 6M | +13.1% | +11.2% | +1.9% | +5.2% |
| YTD | +3.8% | +24.4% | -20.6% | -9.7% |
| 1Y | +17.8% | +6.7% | +11.1% | +10.1% |
| 3Y | +325.3% | +9.2% | +316.0% | +274.5% |
| 5Y | +689.9% | +27.4% | +662.6% | +518.2% |
| 10Y | +2,597.0% | +164.8% | +2,432.2% | +1,146.3% |
| All | +31,416.6% | +567.6% | +30,849.0% | +7,148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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