+31,416.6%
AVGO vs KEY
+479.3%
+30,937.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -3.0% | +2.2% | -5.2% | -3.8% |
| 30D | -14.4% | -3.0% | -11.4% | -13.5% |
| 3M | -14.4% | +3.3% | -17.8% | -15.7% |
| 6M | +13.1% | +9.2% | +3.9% | +8.9% |
| YTD | +3.8% | +10.6% | -6.9% | -0.9% |
| 1Y | +17.8% | +20.4% | -2.6% | +8.5% |
| 3Y | +325.3% | +121.8% | +203.4% | +203.3% |
| 5Y | +689.9% | +41.1% | +648.8% | +531.0% |
| 10Y | +2,597.0% | +168.5% | +2,428.5% | +1,329.9% |
| All | +31,416.6% | +479.3% | +30,937.3% | +12,125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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