+691.7%
AVGO vs AR
+143.7%
+547.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -3.0% | +2.5% | -5.4% | -3.4% |
| 30D | -14.4% | +14.8% | -29.2% | -16.7% |
| 3M | -14.4% | +6.2% | -20.7% | -15.7% |
| 6M | +13.1% | +4.3% | +8.8% | +11.2% |
| YTD | +3.8% | +14.4% | -10.6% | -0.4% |
| 1Y | +17.8% | +21.3% | -3.6% | +11.4% |
| 3Y | +325.3% | +39.8% | +285.5% | +290.7% |
| All | +691.7% | +143.7% | +547.9% | +557.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling