+9,069.6%
AVGO vs AR
-33.4%
+9,103.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.8% |
| 7D | -9.9% | -14.3% | +4.3% | -8.3% |
| 30D | -22.0% | +1.4% | -23.4% | -22.2% |
| 3M | -30.0% | +3.4% | -33.4% | -30.5% |
| 6M | -30.7% | -2.1% | -28.7% | -31.0% |
| YTD | -14.7% | +4.7% | -19.4% | -16.0% |
| 1Y | -16.8% | +10.6% | -27.4% | -18.6% |
| 3Y | +244.4% | +24.6% | +219.8% | +230.6% |
| 5Y | +474.0% | +71.9% | +402.1% | +423.8% |
| 10Y | +2,122.6% | +46.4% | +2,076.2% | +1,838.4% |
| All | +9,069.6% | -33.4% | +9,103.0% | +8,575.1% |
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 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