+2,036.8%
AVGO vs REPL
-9.7%
+2,046.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -1.0% |
| 7D | -0.8% | -9.6% | +8.8% | -0.3% |
| 30D | -13.7% | +5.7% | -19.4% | -14.1% |
| 3M | -6.9% | +56.4% | -63.3% | -11.4% |
| 6M | +5.8% | +67.4% | -61.7% | -4.9% |
| YTD | +5.7% | +48.7% | -43.0% | -4.6% |
| 1Y | +9.0% | +148.3% | -139.3% | -8.1% |
| 3Y | +340.5% | -26.7% | +367.2% | +256.8% |
| 5Y | +711.1% | -54.1% | +765.2% | +569.0% |
| All | +2,036.8% | -9.7% | +2,046.5% | +1,324.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded REPL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling