+31,776.8%
AVGO vs BRKR
+422.2%
+31,354.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +1.1% | -8.7% | +9.8% | +4.3% |
| 30D | -13.0% | -9.9% | -3.1% | -10.1% |
| 3M | -6.0% | -3.1% | -2.9% | -7.7% |
| 6M | +6.4% | +45.5% | -39.1% | -11.1% |
| YTD | +5.0% | +13.7% | -8.7% | -4.9% |
| 1Y | +1.4% | +67.4% | -66.0% | -21.6% |
| 3Y | +336.8% | -13.2% | +350.0% | +307.2% |
| 5Y | +698.2% | -39.5% | +737.7% | +735.2% |
| 10Y | +2,837.0% | +153.5% | +2,683.6% | +1,595.3% |
| All | +31,776.8% | +422.2% | +31,354.5% | +14,271.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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