+7.4%
AVGO vs REPL
+136.7%
-129.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +3.0% |
| 7D | -0.3% | -5.7% | +5.4% | -0.2% |
| 30D | -13.8% | +22.5% | -36.3% | -14.1% |
| 3M | -6.9% | +64.7% | -71.6% | -8.3% |
| 6M | +11.9% | +83.0% | -71.1% | +8.3% |
| YTD | +6.9% | +52.0% | -45.1% | +3.7% |
| 1Y | +7.4% | +144.5% | -137.1% | +3.5% |
| All | +7.4% | +136.7% | -129.3% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling