+11,276.1%
AVGO vs AR
-28.5%
+11,304.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +5.4% |
| 7D | +25.0% | +6.4% | +18.6% | +24.1% |
| 30D | +2.0% | +3.1% | -1.1% | +1.6% |
| 3M | -12.3% | +3.3% | -15.5% | -12.8% |
| 6M | -12.8% | +6.6% | -19.4% | -13.9% |
| YTD | +5.9% | +12.3% | -6.5% | +3.4% |
| 1Y | +3.3% | +12.3% | -9.0% | +1.0% |
| 3Y | +293.1% | +50.4% | +242.6% | +270.1% |
| 5Y | +606.7% | +101.0% | +505.7% | +535.0% |
| 10Y | +2,733.6% | +57.5% | +2,676.1% | +2,351.0% |
| All | +11,276.1% | -28.5% | +11,304.6% | +10,578.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling