+244.4%
AVGO vs AR
+19.9%
+224.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.9% |
| 7D | -9.9% | -14.3% | +4.3% | -6.9% |
| 30D | -22.0% | +1.4% | -23.4% | -22.4% |
| 3M | -30.0% | +3.4% | -33.4% | -31.0% |
| 6M | -30.7% | -2.1% | -28.7% | -31.1% |
| YTD | -14.7% | +4.7% | -19.4% | -18.1% |
| 1Y | -16.8% | +10.6% | -27.4% | -21.7% |
| 3Y | +244.4% | +24.6% | +219.8% | +216.0% |
| All | +244.4% | +19.9% | +224.5% | +216.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling