+2,660.6%
AVGO vs APTV
-27.4%
+2,688.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | +18.2% | -1.7% | +19.9% | +19.0% |
| 30D | +0.2% | -11.6% | +11.8% | +5.1% |
| 3M | -16.8% | -21.2% | +4.4% | -9.0% |
| 6M | -16.5% | -28.5% | +12.1% | -6.2% |
| YTD | +0.8% | -49.1% | +49.9% | +28.0% |
| 1Y | +2.8% | -52.2% | +55.0% | +33.9% |
| 3Y | +278.5% | -48.6% | +327.2% | +353.6% |
| 5Y | +573.1% | -77.3% | +650.3% | +1,014.3% |
| All | +2,660.6% | -27.4% | +2,688.0% | +2,653.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling