+7.4%
AVGO vs ASX
+256.3%
-248.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.1% | -3.1% | +0.3% |
| 7D | -0.3% | +6.3% | -6.6% | -3.0% |
| 30D | -13.8% | +6.4% | -20.3% | -16.4% |
| 3M | -6.9% | +13.1% | -20.1% | -14.3% |
| 6M | +11.9% | +90.3% | -78.4% | -22.7% |
| YTD | +6.9% | +149.6% | -142.7% | -39.5% |
| 1Y | +7.4% | +249.2% | -241.8% | -52.6% |
| All | +7.4% | +256.3% | -248.9% | -52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling