+691.7%
AVGO vs APH
+350.9%
+340.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -3.0% | +5.0% | -7.9% | -6.9% |
| 30D | -14.4% | -3.9% | -10.6% | -12.1% |
| 3M | -14.4% | +13.0% | -27.4% | -23.9% |
| 6M | +13.1% | +25.2% | -12.0% | -10.0% |
| YTD | +3.8% | +22.9% | -19.1% | -20.6% |
| 1Y | +17.8% | +47.8% | -30.1% | -25.8% |
| 3Y | +325.3% | +283.0% | +42.2% | +3.5% |
| All | +691.7% | +350.9% | +340.8% | +65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling