+718.9%
AVGO vs GAP
+9.4%
+709.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | -0.3% | +1.7% | -2.0% | -0.7% |
| 30D | -13.8% | +9.3% | -23.2% | -15.7% |
| 3M | -6.9% | +6.1% | -13.0% | -8.6% |
| 6M | +11.9% | -2.3% | +14.2% | +10.8% |
| YTD | +6.9% | -10.6% | +17.5% | +7.0% |
| 1Y | +7.4% | -4.4% | +11.8% | +5.3% |
| 3Y | +345.6% | +118.3% | +227.3% | +245.5% |
| 5Y | +718.9% | +12.2% | +706.7% | +540.9% |
| All | +718.9% | +9.4% | +709.5% | +540.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling