+31,416.6%
AVGO vs RBA
+385.0%
+31,031.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -3.0% | -2.9% | 0.0% | -2.0% |
| 30D | -14.4% | -12.3% | -2.1% | -10.6% |
| 3M | -14.4% | -20.5% | +6.1% | -8.3% |
| 6M | +13.1% | -18.5% | +31.7% | +19.9% |
| YTD | +3.8% | -18.2% | +22.0% | +9.4% |
| 1Y | +17.8% | -27.5% | +45.3% | +29.2% |
| 3Y | +325.3% | +38.1% | +287.2% | +266.6% |
| 5Y | +689.9% | +44.8% | +645.1% | +547.9% |
| 10Y | +2,597.0% | +187.1% | +2,409.9% | +1,560.6% |
| All | +31,416.6% | +385.0% | +31,031.6% | +14,442.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling