+2,300.3%
AVGO vs RBA
+236.6%
+2,063.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.4% | +6.4% | +7.9% |
| 7D | -0.9% | +2.5% | -3.4% | -1.7% |
| 30D | -11.6% | +11.6% | -23.2% | -15.2% |
| 3M | -25.2% | +1.5% | -26.7% | -26.0% |
| 6M | -25.4% | -6.6% | -18.8% | -25.0% |
| YTD | -7.2% | -6.3% | -0.9% | -7.2% |
| 1Y | -7.9% | -4.0% | -3.9% | -8.8% |
| 3Y | +262.1% | +47.3% | +214.8% | +201.1% |
| 5Y | +525.7% | +47.7% | +478.0% | +404.0% |
| 10Y | +2,300.3% | +224.7% | +2,075.6% | +1,212.4% |
| All | +2,300.3% | +236.6% | +2,063.8% | +1,212.4% |
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