+2,761.7%
AVGO vs APTV
-15.8%
+2,777.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.6% | -2.0% |
| 7D | +1.0% | -1.8% | +2.8% | +1.6% |
| 30D | -13.3% | -7.9% | -5.4% | -10.7% |
| 3M | -2.9% | -29.9% | +27.0% | +10.2% |
| 6M | +5.7% | -36.6% | +42.3% | +24.2% |
| YTD | +4.6% | -40.0% | +44.6% | +24.6% |
| 1Y | -1.6% | -44.0% | +42.4% | +20.3% |
| 3Y | +336.2% | -54.5% | +390.8% | +454.0% |
| 5Y | +695.6% | -68.8% | +764.4% | +1,045.1% |
| All | +2,761.7% | -15.8% | +2,777.6% | +2,568.7% |
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