+7.4%
AVGO vs AR
+17.5%
-10.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.0% |
| 7D | -0.3% | -1.8% | +1.5% | -0.3% |
| 30D | -13.8% | +12.6% | -26.4% | -14.0% |
| 3M | -6.9% | +10.0% | -16.9% | -6.9% |
| 6M | +11.9% | +0.6% | +11.3% | +12.1% |
| YTD | +6.9% | +13.4% | -6.5% | +3.7% |
| 1Y | +7.4% | +21.7% | -14.3% | +4.0% |
| All | +7.4% | +17.5% | -10.1% | +4.0% |
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