+2,755.4%
AVGO vs RBA
+182.6%
+2,572.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.0% | +3.7% |
| 7D | -0.3% | -1.1% | +0.7% | 0.0% |
| 30D | -13.8% | -13.2% | -0.6% | -9.5% |
| 3M | -6.9% | -21.4% | +14.4% | +0.3% |
| 6M | +11.9% | -20.9% | +32.8% | +20.0% |
| YTD | +6.9% | -19.9% | +26.7% | +13.5% |
| 1Y | +7.4% | -28.7% | +36.1% | +18.9% |
| 3Y | +345.6% | +27.4% | +318.2% | +291.6% |
| 5Y | +718.9% | +41.7% | +677.1% | +564.7% |
| 10Y | +2,755.4% | +189.6% | +2,565.8% | +1,528.7% |
| All | +2,755.4% | +182.6% | +2,572.8% | +1,528.7% |
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