+345.6%
AVGO vs GAP
+113.8%
+231.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | -0.3% | +1.7% | -2.0% | -0.6% |
| 30D | -13.8% | +9.3% | -23.2% | -15.5% |
| 3M | -6.9% | +6.1% | -13.0% | -8.3% |
| 6M | +11.9% | -2.3% | +14.2% | +10.9% |
| YTD | +6.9% | -10.6% | +17.5% | +7.0% |
| 1Y | +7.4% | -4.4% | +11.8% | +5.4% |
| 3Y | +345.6% | +118.3% | +227.3% | +299.6% |
| All | +345.6% | +113.8% | +231.8% | +299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 3y: compounded portfolio wealth divided by compounded GAP 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…
3y analysis · Full analysis span regression · 6 months rolling