+17.8%
AVGO vs RGTI
-0.2%
+18.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | -2.5% | -0.5% | -2.6% |
| 30D | -14.4% | -9.4% | -5.0% | -13.3% |
| 3M | -14.4% | -37.1% | +22.7% | -9.6% |
| 6M | +13.1% | -14.4% | +27.5% | +12.8% |
| YTD | +3.8% | -31.4% | +35.2% | +5.0% |
| 1Y | +17.8% | +0.5% | +17.2% | +43.7% |
| All | +17.8% | -0.2% | +18.0% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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