+25,809.4%
AVGO vs ASX
+2,586.2%
+23,223.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -2.2% |
| 7D | -9.9% | -19.9% | +10.0% | -0.9% |
| 30D | -22.0% | -30.9% | +8.9% | -8.7% |
| 3M | -30.0% | -15.1% | -15.0% | -26.0% |
| 6M | -30.7% | -6.5% | -24.3% | -31.9% |
| YTD | -14.7% | +98.4% | -113.1% | -41.9% |
| 1Y | -16.8% | +107.9% | -124.7% | -44.4% |
| 3Y | +244.4% | +325.3% | -80.9% | +68.2% |
| 5Y | +474.0% | +447.3% | +26.7% | +148.3% |
| 10Y | +2,122.6% | +763.2% | +1,359.4% | +652.4% |
| All | +25,809.4% | +2,586.2% | +23,223.2% | +6,019.2% |
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 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