+2,660.6%
AVGO vs RBA
+207.2%
+2,453.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -5.1% |
| 7D | +18.2% | +1.7% | +16.4% | +17.4% |
| 30D | +0.2% | +8.3% | -8.1% | -2.9% |
| 3M | -16.8% | +10.5% | -27.3% | -20.2% |
| 6M | -16.5% | -5.9% | -10.6% | -16.3% |
| YTD | +0.8% | -6.9% | +7.7% | +1.0% |
| 1Y | +2.8% | -4.9% | +7.7% | +2.1% |
| 3Y | +278.5% | +64.5% | +214.1% | +202.6% |
| 5Y | +573.1% | +46.1% | +527.0% | +443.0% |
| All | +2,660.6% | +207.2% | +2,453.5% | +1,416.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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