+9.0%
AVGO vs RIG
+79.6%
-70.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -1.0% |
| 7D | -0.8% | -8.2% | +7.4% | +0.1% |
| 30D | -13.7% | -0.2% | -13.6% | -13.7% |
| 3M | -6.9% | -2.7% | -4.2% | -6.8% |
| 6M | +5.8% | -7.5% | +13.2% | +5.7% |
| YTD | +5.7% | +38.3% | -32.6% | -5.2% |
| 1Y | +9.0% | +81.8% | -72.8% | -9.7% |
| All | +9.0% | +79.6% | -70.5% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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