-10.2%
AVGO vs APP
-35.5%
+25.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.8% | +4.0% | +8.2% |
| 7D | -0.9% | +79.2% | -80.0% | -9.1% |
| 30D | -11.6% | +48.0% | -59.6% | -16.0% |
| 3M | -25.2% | +18.2% | -43.4% | -26.1% |
| 6M | -25.4% | -12.5% | -13.0% | -23.0% |
| YTD | -7.2% | -39.2% | +32.0% | +5.5% |
| All | -10.2% | -35.5% | +25.3% | +1.0% |
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