+606.7%
AVGO vs RKT
-4.7%
+611.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.1% | +10.6% | +6.4% |
| 7D | +25.0% | -7.5% | +32.5% | +26.4% |
| 30D | +2.0% | +26.6% | -24.6% | -2.5% |
| 3M | -12.3% | -2.4% | -9.8% | -12.6% |
| 6M | -12.8% | -7.4% | -5.4% | -13.0% |
| YTD | +5.9% | -29.2% | +35.0% | +9.4% |
| 1Y | +3.3% | -23.5% | +26.9% | +5.3% |
| 3Y | +293.1% | +73.9% | +219.2% | +206.2% |
| 5Y | +606.7% | -6.6% | +613.3% | +487.7% |
| All | +606.7% | -4.7% | +611.4% | +487.7% |
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