+31,416.6%
AVGO vs APH
+2,020.8%
+29,395.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -47.8% | +44.4% | +29.2% |
| 7D | -3.7% | -48.7% | +45.0% | +30.6% |
| 30D | -14.4% | -51.9% | +37.5% | +21.7% |
| 3M | -14.4% | -43.6% | +29.1% | +6.0% |
| 6M | +13.1% | -37.5% | +50.7% | +26.4% |
| YTD | +3.8% | -38.6% | +42.4% | +13.4% |
| 1Y | +17.8% | -26.3% | +44.1% | +9.9% |
| 3Y | +325.3% | +89.2% | +236.1% | +86.0% |
| 5Y | +689.9% | +119.8% | +570.1% | +207.8% |
| 10Y | +2,597.0% | +454.3% | +2,142.8% | +431.4% |
| All | +31,416.6% | +2,020.8% | +29,395.8% | +2,794.1% |
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 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