+31,987.2%
AVGO vs BLK
+725.4%
+31,261.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | +0.2% |
| 7D | -0.8% | -2.7% | +1.9% | +0.8% |
| 30D | -13.7% | -4.8% | -9.0% | -11.3% |
| 3M | -6.9% | +6.5% | -13.4% | -11.4% |
| 6M | +5.8% | +13.1% | -7.4% | -3.7% |
| YTD | +5.7% | +1.8% | +3.9% | +2.3% |
| 1Y | +9.0% | -1.0% | +10.0% | +6.9% |
| 3Y | +340.5% | +66.0% | +274.6% | +209.0% |
| 5Y | +711.1% | +31.2% | +679.8% | +549.0% |
| 10Y | +2,856.4% | +278.5% | +2,577.9% | +1,084.7% |
| All | +31,987.2% | +725.4% | +31,261.8% | +7,507.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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