+7.4%
AVGO vs RBA
-28.4%
+35.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.0% | +3.3% |
| 7D | -0.3% | -1.1% | +0.7% | -0.2% |
| 30D | -13.8% | -13.2% | -0.6% | -11.9% |
| 3M | -6.9% | -21.4% | +14.4% | -4.7% |
| 6M | +11.9% | -20.9% | +32.8% | +13.9% |
| YTD | +6.9% | -19.9% | +26.7% | +9.2% |
| 1Y | +7.4% | -28.7% | +36.1% | +8.2% |
| All | +7.4% | -28.4% | +35.8% | +8.2% |
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