+17.8%
AVGO vs APH
-25.2%
+43.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -47.8% | +44.4% | +9.1% |
| 7D | -3.7% | -48.7% | +45.0% | +9.6% |
| 30D | -14.4% | -51.9% | +37.5% | +0.3% |
| 3M | -14.4% | -43.6% | +29.1% | -7.1% |
| 6M | +13.1% | -37.5% | +50.7% | +15.7% |
| YTD | +3.8% | -38.6% | +42.4% | -0.2% |
| 1Y | +17.8% | -26.3% | +44.1% | +14.2% |
| All | +17.8% | -25.2% | +43.0% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling