+28,084.6%
AVGO vs ASX
+2,818.0%
+25,266.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.6% | +0.2% | +4.8% |
| 7D | -0.9% | -12.3% | +11.4% | +4.7% |
| 30D | -11.6% | -26.0% | +14.4% | +0.3% |
| 3M | -25.2% | -8.1% | -17.1% | -23.6% |
| 6M | -25.4% | +1.4% | -26.8% | -29.3% |
| YTD | -7.2% | +115.6% | -122.7% | -39.1% |
| 1Y | -7.9% | +128.0% | -135.9% | -41.0% |
| 3Y | +262.1% | +371.4% | -109.3% | +68.9% |
| 5Y | +525.7% | +469.4% | +56.3% | +165.3% |
| 10Y | +2,300.3% | +842.6% | +1,457.7% | +681.1% |
| All | +28,084.6% | +2,818.0% | +25,266.6% | +6,311.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling