+244.4%
AVGO vs ASX
+324.2%
-79.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -3.1% |
| 7D | -9.9% | -19.9% | +10.0% | +1.8% |
| 30D | -22.0% | -30.9% | +8.9% | -4.6% |
| 3M | -30.0% | -15.1% | -15.0% | -25.5% |
| 6M | -30.7% | -6.5% | -24.3% | -34.8% |
| YTD | -14.7% | +98.4% | -113.1% | -56.6% |
| 1Y | -16.8% | +107.9% | -124.7% | -59.1% |
| 3Y | +244.4% | +325.3% | -80.9% | -10.2% |
| All | +244.4% | +324.2% | -79.8% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling