-1.6%
AVGO vs ATI
+163.6%
-165.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | +0.4% |
| 7D | +1.0% | -2.7% | +3.7% | +2.0% |
| 30D | -13.3% | -13.5% | +0.2% | -8.5% |
| 3M | -2.9% | +8.5% | -11.4% | -6.2% |
| 6M | +5.7% | +25.2% | -19.5% | -4.0% |
| YTD | +4.6% | +73.4% | -68.8% | -18.1% |
| 1Y | -1.6% | +160.5% | -162.2% | -32.1% |
| All | -1.6% | +163.6% | -165.3% | -32.1% |
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