+2,755.4%
AVGO vs ASX
+918.4%
+1,837.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.1% | -3.1% | -0.3% |
| 7D | -0.3% | +6.3% | -6.6% | -3.6% |
| 30D | -13.8% | +6.4% | -20.3% | -16.9% |
| 3M | -6.9% | +13.1% | -20.1% | -15.4% |
| 6M | +11.9% | +90.3% | -78.4% | -25.0% |
| YTD | +6.9% | +149.6% | -142.7% | -39.2% |
| 1Y | +7.4% | +249.2% | -241.8% | -49.6% |
| 3Y | +345.6% | +445.9% | -100.3% | +68.0% |
| 5Y | +718.9% | +477.7% | +241.2% | +189.7% |
| 10Y | +2,755.4% | +913.4% | +1,842.0% | +608.6% |
| All | +2,755.4% | +918.4% | +1,837.0% | +608.6% |
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