+25,618.8%
AVGO vs APH
+3,832.7%
+21,786.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -9.3% | -1.1% | -3.1% |
| 7D | -15.5% | -12.7% | -2.8% | -6.0% |
| 30D | -22.4% | -19.2% | -3.3% | -8.5% |
| 3M | -30.2% | -16.7% | -13.5% | -20.3% |
| 6M | -31.6% | +5.1% | -36.7% | -36.5% |
| YTD | -15.3% | +6.6% | -21.9% | -25.8% |
| 1Y | -18.2% | +3.9% | -22.1% | -26.5% |
| 3Y | +241.2% | +246.0% | -4.8% | +14.9% |
| 5Y | +469.8% | +268.0% | +201.8% | +83.2% |
| 10Y | +2,106.2% | +868.2% | +1,238.0% | +246.4% |
| All | +25,618.8% | +3,832.7% | +21,786.1% | +1,707.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling