+31,416.6%
AVGO vs APH
+4,437.2%
+26,979.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -3.0% | +5.0% | -7.9% | -6.8% |
| 30D | -14.4% | -3.9% | -10.6% | -12.2% |
| 3M | -14.4% | +13.0% | -27.4% | -23.6% |
| 6M | +13.1% | +25.2% | -12.0% | -8.9% |
| YTD | +3.8% | +22.9% | -19.1% | -18.3% |
| 1Y | +17.8% | +47.8% | -30.1% | -20.9% |
| 3Y | +325.3% | +283.0% | +42.2% | +32.9% |
| 5Y | +689.9% | +349.7% | +340.3% | +118.1% |
| 10Y | +2,597.0% | +1,061.2% | +1,535.8% | +270.2% |
| All | +31,416.6% | +4,437.2% | +26,979.4% | +1,890.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling