-6.8%
AVGO vs ATI
+86.4%
-93.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.7% |
| 7D | -7.5% | +8.3% | -15.8% | -10.3% |
| 30D | -10.2% | -7.3% | -3.0% | -7.8% |
| 3M | -22.0% | -10.5% | -11.5% | -19.2% |
| 6M | -21.6% | +16.4% | -38.0% | -26.0% |
| YTD | -5.4% | +56.1% | -61.5% | -27.5% |
| 1Y | -6.8% | +86.5% | -93.3% | -36.4% |
| All | -6.8% | +86.4% | -93.2% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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