-6.8%
AVGO vs APP
-56.9%
+50.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.7% | -12.7% | -4.0% |
| 7D | -7.5% | +4.5% | -12.0% | -8.4% |
| 30D | -10.2% | -3.6% | -6.6% | -9.8% |
| 3M | -22.0% | -35.3% | +13.2% | -16.2% |
| 6M | -21.6% | -42.8% | +21.2% | -14.6% |
| YTD | -5.4% | -59.7% | +54.2% | +13.5% |
| 1Y | -6.8% | -55.4% | +48.5% | +6.7% |
| All | -6.8% | -56.9% | +50.0% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 1y: compounded portfolio wealth divided by compounded APP 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…
1y analysis · Full analysis span regression · 6 months rolling