+720.4%
AVGO vs RKT
-7.0%
+727.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +3.3% |
| 7D | -0.3% | +6.0% | -6.3% | -1.4% |
| 30D | -13.8% | +0.7% | -14.5% | -14.1% |
| 3M | -6.9% | +11.8% | -18.7% | -9.5% |
| 6M | +11.9% | -7.6% | +19.6% | +12.0% |
| YTD | +6.9% | -28.7% | +35.5% | +10.9% |
| 1Y | +7.4% | -32.6% | +40.0% | +12.2% |
| 3Y | +345.6% | +42.1% | +303.5% | +268.6% |
| All | +720.4% | -7.0% | +727.4% | +602.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling