+3.3%
AVGO vs APP
-34.6%
+37.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.7% | +8.3% | +5.8% |
| 7D | +25.0% | +10.6% | +14.4% | +23.6% |
| 30D | +2.0% | +44.6% | -42.6% | -2.9% |
| 3M | -12.3% | +29.6% | -41.9% | -15.1% |
| 6M | -12.8% | -19.8% | +7.0% | -8.7% |
| YTD | +5.9% | -41.6% | +47.4% | +21.7% |
| 1Y | +3.3% | -32.7% | +36.0% | +12.3% |
| All | +3.3% | -34.6% | +37.9% | +12.3% |
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