+17.8%
AVGO vs ARM
+92.2%
-74.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.0% |
| 7D | -3.0% | +5.5% | -8.4% | -4.6% |
| 30D | -14.4% | -8.2% | -6.2% | -12.4% |
| 3M | -14.4% | -35.9% | +21.5% | -3.4% |
| 6M | +13.1% | +103.1% | -90.0% | -18.7% |
| YTD | +3.8% | +130.6% | -126.8% | -31.3% |
| 1Y | +17.8% | +86.1% | -68.3% | -11.1% |
| All | +17.8% | +92.2% | -74.5% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 1y: compounded portfolio wealth divided by compounded ARM 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…
1y analysis · Full analysis span regression · 6 months rolling