+1,159.2%
AVGO vs RKT
-9.3%
+1,168.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.1% | +10.6% | +6.1% |
| 7D | +25.0% | -7.5% | +32.5% | +26.0% |
| 30D | +2.0% | +26.6% | -24.6% | -1.2% |
| 3M | -12.3% | -2.4% | -9.8% | -12.5% |
| 6M | -12.8% | -7.4% | -5.4% | -12.9% |
| YTD | +5.9% | -29.2% | +35.0% | +8.3% |
| 1Y | +3.3% | -23.5% | +26.9% | +4.7% |
| 3Y | +293.1% | +73.9% | +219.2% | +247.3% |
| 5Y | +606.7% | -6.6% | +613.3% | +535.2% |
| All | +1,159.2% | -9.3% | +1,168.5% | +1,009.2% |
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