+696.9%
AVGO vs KR
+52.3%
+644.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.7% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -13.0% | +5.1% | -18.0% | -12.3% |
| 3M | -6.0% | -8.2% | +2.2% | -6.6% |
| 6M | +6.4% | -18.0% | +24.4% | +4.8% |
| YTD | +5.0% | -4.8% | +9.7% | +4.7% |
| 1Y | +1.4% | -11.0% | +12.4% | +0.8% |
| 3Y | +336.8% | +37.7% | +299.2% | +320.5% |
| All | +696.9% | +52.3% | +644.6% | +682.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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