+32,355.3%
AVGO vs NKE
+239.5%
+32,115.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.3% |
| 7D | -0.3% | -0.1% | -0.3% | -0.3% |
| 30D | -13.8% | -7.7% | -6.2% | -11.1% |
| 3M | -6.9% | -10.9% | +4.0% | -3.1% |
| 6M | +11.9% | -31.9% | +43.8% | +29.5% |
| YTD | +6.9% | -38.6% | +45.5% | +28.9% |
| 1Y | +7.4% | -46.9% | +54.3% | +36.9% |
| 3Y | +345.6% | -58.2% | +403.7% | +494.4% |
| 5Y | +718.9% | -74.0% | +792.9% | +1,268.2% |
| 10Y | +2,755.4% | -21.6% | +2,776.9% | +2,423.1% |
| All | +32,355.3% | +239.5% | +32,115.9% | +13,152.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling