+16,009.2%
AVGO vs APO
+1,753.5%
+14,255.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -3.0% | -1.0% | -1.9% | -2.6% |
| 30D | -14.4% | +3.5% | -17.9% | -15.9% |
| 3M | -14.4% | +4.5% | -19.0% | -16.5% |
| 6M | +13.1% | +22.8% | -9.7% | +2.5% |
| YTD | +3.8% | -6.5% | +10.3% | +4.5% |
| 1Y | +17.8% | +0.8% | +16.9% | +14.0% |
| 3Y | +325.3% | +62.0% | +263.3% | +238.9% |
| 5Y | +689.9% | +138.2% | +551.7% | +428.5% |
| 10Y | +2,597.0% | +940.3% | +1,656.7% | +916.9% |
| All | +16,009.2% | +1,753.5% | +14,255.7% | +4,778.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling