+25,809.4%
AVGO vs RBA
+442.9%
+25,366.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +1.2% |
| 7D | -9.9% | +4.3% | -14.2% | -11.3% |
| 30D | -22.0% | +16.3% | -38.3% | -26.3% |
| 3M | -30.0% | +1.3% | -31.4% | -30.8% |
| 6M | -30.7% | -11.1% | -19.7% | -29.1% |
| YTD | -14.7% | -8.5% | -6.2% | -14.0% |
| 1Y | -16.8% | -2.1% | -14.7% | -18.2% |
| 3Y | +244.4% | +44.6% | +199.9% | +191.1% |
| 5Y | +474.0% | +36.8% | +437.2% | +380.5% |
| 10Y | +2,122.6% | +227.3% | +1,895.3% | +1,202.0% |
| All | +25,809.4% | +442.9% | +25,366.5% | +11,334.5% |
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