-10.2%
AVGO vs RBA
-4.2%
-6.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.4% | +6.4% | +8.5% |
| 7D | -0.9% | +2.5% | -3.4% | -1.1% |
| 30D | -11.6% | +11.6% | -23.2% | -12.6% |
| 3M | -25.2% | +1.5% | -26.7% | -24.6% |
| 6M | -25.4% | -6.6% | -18.8% | -25.3% |
| YTD | -7.2% | -6.3% | -0.9% | -10.3% |
| All | -10.2% | -4.2% | -6.0% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling