+17.8%
AVGO vs AR
+22.7%
-4.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -3.0% | +2.5% | -5.5% | -3.0% |
| 30D | -14.4% | +14.8% | -29.2% | -14.6% |
| 3M | -14.4% | +6.2% | -20.7% | -13.9% |
| 6M | +13.1% | +4.3% | +8.8% | +12.6% |
| YTD | +3.8% | +14.4% | -10.6% | +0.8% |
| 1Y | +17.8% | +21.3% | -3.6% | +15.0% |
| All | +17.8% | +22.7% | -4.9% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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