+332.9%
AVGO vs ASX
+403.7%
-70.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.0% | -0.7% | -2.2% | -2.6% |
| 30D | -14.4% | +2.0% | -16.4% | -15.9% |
| 3M | -14.4% | -1.3% | -13.1% | -17.2% |
| 6M | +13.1% | +71.4% | -58.3% | -29.4% |
| YTD | +3.8% | +135.3% | -131.5% | -50.7% |
| 1Y | +17.8% | +267.5% | -249.7% | -62.1% |
| All | +332.9% | +403.7% | -70.8% | +7.0% |
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