-1.6%
AVGO vs RKT
-38.3%
+36.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.7% |
| 7D | +1.0% | -7.2% | +8.3% | +2.0% |
| 30D | -13.3% | -7.9% | -5.4% | -12.4% |
| 3M | -2.9% | +5.2% | -8.1% | -4.2% |
| 6M | +5.7% | -14.9% | +20.6% | +5.9% |
| YTD | +4.6% | -31.9% | +36.5% | +6.5% |
| 1Y | -1.6% | -36.9% | +35.2% | -3.0% |
| All | -1.6% | -38.3% | +36.7% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling