+570.0%
AVGO vs APH
+289.4%
+280.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.7% | -3.0% | -3.4% |
| 7D | +18.2% | +4.9% | +13.3% | +13.8% |
| 30D | +0.2% | -5.4% | +5.6% | +4.5% |
| 3M | -16.8% | -5.5% | -11.3% | -13.9% |
| 6M | -16.5% | +25.9% | -42.4% | -33.2% |
| YTD | +0.8% | +16.4% | -15.5% | -20.0% |
| 1Y | +2.8% | +16.5% | -13.7% | -18.2% |
| 3Y | +278.5% | +270.9% | +7.7% | -7.7% |
| All | +570.0% | +289.4% | +280.7% | +60.7% |
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