+696.9%
AVGO vs MKSI
+84.1%
+612.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.7% |
| 7D | +1.1% | +2.7% | -1.5% | -0.2% |
| 30D | -13.0% | -12.8% | -0.2% | -7.1% |
| 3M | -6.0% | -22.5% | +16.6% | +3.4% |
| 6M | +6.4% | +19.4% | -13.0% | -7.9% |
| YTD | +5.0% | +67.7% | -62.7% | -25.6% |
| 1Y | +1.4% | +131.4% | -130.0% | -40.8% |
| 3Y | +336.8% | +197.3% | +139.5% | +113.1% |
| All | +696.9% | +84.1% | +612.8% | +393.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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