+570.0%
AVGO vs AR
+99.4%
+470.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.8% | -4.8% |
| 7D | +18.2% | +7.4% | +10.8% | +16.6% |
| 30D | +0.2% | +5.8% | -5.5% | -0.9% |
| 3M | -16.8% | +5.2% | -22.0% | -17.9% |
| 6M | -16.5% | +5.4% | -21.9% | -18.0% |
| YTD | +0.8% | +12.4% | -11.6% | -3.3% |
| 1Y | +2.8% | +12.8% | -10.0% | -1.5% |
| 3Y | +278.5% | +47.2% | +231.4% | +244.4% |
| All | +570.0% | +99.4% | +470.7% | +463.8% |
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