+1,134.6%
AVGO vs RKT
-7.0%
+1,141.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | -3.0% | +2.1% | -5.1% | -3.3% |
| 30D | -14.4% | +1.4% | -15.9% | -14.7% |
| 3M | -14.4% | +6.3% | -20.7% | -15.5% |
| 6M | +13.1% | -15.5% | +28.6% | +14.4% |
| YTD | +3.8% | -27.4% | +31.2% | +6.3% |
| 1Y | +17.8% | -26.6% | +44.4% | +20.2% |
| 3Y | +325.3% | +41.2% | +284.0% | +286.3% |
| 5Y | +689.9% | -6.4% | +696.3% | +611.3% |
| All | +1,134.6% | -7.0% | +1,141.6% | +988.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling