+2,761.7%
AVGO vs APO
+936.6%
+1,825.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | 0.0% |
| 7D | +1.0% | -4.9% | +5.9% | +3.2% |
| 30D | -13.3% | -8.4% | -4.8% | -10.1% |
| 3M | -2.9% | -2.1% | -0.8% | -2.7% |
| 6M | +5.7% | +19.2% | -13.5% | -3.7% |
| YTD | +4.6% | -10.5% | +15.2% | +7.5% |
| 1Y | -1.6% | -2.7% | +1.1% | -3.5% |
| 3Y | +336.2% | +52.5% | +283.7% | +249.6% |
| 5Y | +695.6% | +132.1% | +563.6% | +419.4% |
| All | +2,761.7% | +936.6% | +1,825.2% | +1,086.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling