+696.9%
AVGO vs RGTI
+56.8%
+640.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | +1.1% | +0.5% | +0.7% | +1.1% |
| 30D | -13.0% | -17.1% | +4.1% | -11.6% |
| 3M | -6.0% | -26.0% | +20.0% | -3.8% |
| 6M | +6.4% | -9.9% | +16.2% | +5.9% |
| YTD | +5.0% | -31.1% | +36.0% | +6.3% |
| 1Y | +1.4% | -8.5% | +9.9% | -1.1% |
| 3Y | +336.8% | +652.2% | -315.4% | +214.9% |
| All | +696.9% | +56.8% | +640.1% | +500.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling