+711.1%
AVGO vs APTV
-69.9%
+780.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.5% | -0.2% |
| 7D | -0.8% | -1.2% | +0.4% | -0.6% |
| 30D | -13.7% | -10.6% | -3.1% | -10.6% |
| 3M | -6.9% | -35.0% | +28.1% | +6.8% |
| 6M | +5.8% | -38.9% | +44.7% | +23.6% |
| YTD | +5.7% | -41.5% | +47.2% | +24.5% |
| 1Y | +9.0% | -45.8% | +54.8% | +31.9% |
| 3Y | +340.5% | -55.7% | +396.2% | +451.5% |
| 5Y | +711.1% | -70.1% | +781.2% | +1,049.2% |
| All | +711.1% | -69.9% | +780.9% | +1,049.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling