+31,674.6%
AVGO vs MKSI
+1,548.2%
+30,126.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | +0.2% |
| 7D | +1.0% | +4.9% | -3.9% | -1.5% |
| 30D | -13.3% | -11.0% | -2.3% | -8.4% |
| 3M | -2.9% | -17.1% | +14.2% | +3.0% |
| 6M | +5.7% | +16.4% | -10.7% | -7.0% |
| YTD | +4.6% | +64.3% | -59.6% | -24.5% |
| 1Y | -1.6% | +137.7% | -139.4% | -42.7% |
| 3Y | +336.2% | +189.1% | +147.1% | +118.4% |
| 5Y | +695.6% | +83.1% | +612.5% | +377.9% |
| 10Y | +2,827.6% | +509.4% | +2,318.3% | +717.1% |
| All | +31,674.6% | +1,548.2% | +30,126.4% | +5,271.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling