+297.5%
AVGO vs RKT
+75.2%
+222.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.1% | +10.6% | +6.0% |
| 7D | +25.0% | -7.5% | +32.5% | +25.9% |
| 30D | +2.0% | +26.6% | -24.6% | -0.9% |
| 3M | -12.3% | -2.4% | -9.8% | -12.4% |
| 6M | -12.8% | -7.4% | -5.4% | -12.8% |
| YTD | +5.9% | -29.2% | +35.0% | +7.9% |
| 1Y | +3.3% | -23.5% | +26.9% | +4.6% |
| All | +297.5% | +75.2% | +222.3% | +249.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling