+258.1%
AVGO vs APO
+51.3%
+206.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.7% |
| 7D | 0.0% | +8.1% | -8.1% | -3.5% |
| 30D | -8.2% | +3.4% | -11.6% | -9.9% |
| 3M | -21.3% | -6.6% | -14.6% | -19.2% |
| 6M | -22.5% | -7.1% | -15.5% | -20.9% |
| YTD | -3.6% | -14.1% | +10.6% | +2.0% |
| 1Y | -6.7% | -4.7% | -2.0% | -7.1% |
| 3Y | +258.1% | +51.3% | +206.8% | +178.3% |
| All | +258.1% | +51.3% | +206.9% | +178.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling