-1.2%
AVGO vs ARM
+32.9%
-34.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +12.1% | -8.1% | +0.3% |
| 7D | +6.1% | +6.0% | 0.0% | +4.1% |
| 30D | -2.7% | -20.3% | +17.6% | +3.4% |
| 3M | -16.9% | -24.4% | +7.5% | -11.4% |
| 6M | -19.1% | -4.4% | -14.8% | -18.7% |
| YTD | +0.3% | +86.0% | -85.7% | -23.2% |
| 1Y | -1.2% | +35.8% | -37.0% | +5.1% |
| All | -1.2% | +32.9% | -34.1% | +5.1% |
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