+1,148.7%
AVGO vs RKT
-12.9%
+1,161.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.1% | -6.3% | +7.4% | +1.9% |
| 30D | -13.0% | -6.2% | -6.8% | -12.4% |
| 3M | -6.0% | -1.9% | -4.1% | -6.2% |
| 6M | +6.4% | -13.0% | +19.4% | +7.3% |
| YTD | +5.0% | -31.9% | +36.9% | +8.4% |
| 1Y | +1.4% | -37.6% | +39.0% | +5.4% |
| 3Y | +336.8% | +36.8% | +300.0% | +298.3% |
| 5Y | +698.2% | -9.7% | +707.9% | +623.5% |
| All | +1,148.7% | -12.9% | +1,161.6% | +1,009.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling