+2,660.6%
AVGO vs ASX
+962.9%
+1,697.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.0% | -2.7% | -3.7% |
| 7D | +18.2% | +12.4% | +5.8% | +11.0% |
| 30D | +0.2% | -19.8% | +20.0% | +10.8% |
| 3M | -16.8% | -10.3% | -6.5% | -14.1% |
| 6M | -16.5% | +1.2% | -17.7% | -22.0% |
| YTD | +0.8% | +123.0% | -122.2% | -40.5% |
| 1Y | +2.8% | +145.4% | -142.6% | -42.3% |
| 3Y | +278.5% | +368.6% | -90.1% | +50.9% |
| 5Y | +573.1% | +486.0% | +87.0% | +134.9% |
| All | +2,660.6% | +962.9% | +1,697.7% | +568.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling