+17.8%
AVGO vs APP
-35.6%
+53.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.2% |
| 7D | -3.0% | +0.9% | -3.8% | -3.1% |
| 30D | -14.4% | -23.3% | +8.8% | -10.6% |
| 3M | -14.4% | -42.6% | +28.2% | -5.6% |
| 6M | +13.1% | -33.6% | +46.7% | +19.7% |
| YTD | +3.8% | -52.4% | +56.2% | +17.9% |
| 1Y | +17.8% | -35.9% | +53.7% | +31.0% |
| All | +17.8% | -35.6% | +53.4% | +31.0% |
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