+25,809.4%
AVGO vs KEY
+444.6%
+25,364.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.9% |
| 7D | -9.9% | -1.3% | -8.7% | -9.5% |
| 30D | -22.0% | +5.1% | -27.1% | -23.5% |
| 3M | -30.0% | -7.1% | -22.9% | -28.2% |
| 6M | -30.7% | -4.4% | -26.4% | -30.0% |
| YTD | -14.7% | +4.0% | -18.7% | -16.8% |
| 1Y | -16.8% | +23.4% | -40.2% | -24.0% |
| 3Y | +244.4% | +113.9% | +130.5% | +150.2% |
| 5Y | +474.0% | +12.3% | +461.7% | +402.6% |
| 10Y | +2,122.6% | +125.5% | +1,997.1% | +1,168.2% |
| All | +25,809.4% | +444.6% | +25,364.8% | +10,170.4% |
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