+2,770.9%
AVGO vs NKE
-22.6%
+2,793.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +1.1% | -4.2% | +5.3% | +2.8% |
| 30D | -13.0% | -8.2% | -4.8% | -10.3% |
| 3M | -6.0% | -19.1% | +13.1% | +1.4% |
| 6M | +6.4% | -32.6% | +39.0% | +22.2% |
| YTD | +5.0% | -40.7% | +45.7% | +26.6% |
| 1Y | +1.4% | -48.9% | +50.3% | +29.0% |
| 3Y | +336.8% | -59.2% | +396.1% | +476.3% |
| 5Y | +698.2% | -75.3% | +773.5% | +1,238.4% |
| All | +2,770.9% | -22.6% | +2,793.6% | +2,698.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 10y: compounded portfolio wealth divided by compounded NKE 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…
10y analysis · Full analysis span regression · 6 months rolling