+2,761.7%
AVGO vs RRC
+6.5%
+2,755.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | +1.0% | -1.2% | +2.2% | +1.2% |
| 30D | -13.3% | +3.0% | -16.3% | -13.6% |
| 3M | -2.9% | +7.3% | -10.2% | -4.1% |
| 6M | +5.7% | +3.6% | +2.2% | +4.7% |
| YTD | +4.6% | +19.4% | -14.7% | +1.4% |
| 1Y | -1.6% | +21.4% | -23.1% | -5.2% |
| 3Y | +336.2% | +32.8% | +303.5% | +314.4% |
| 5Y | +695.6% | +152.0% | +543.7% | +584.3% |
| All | +2,761.7% | +6.5% | +2,755.2% | +1,977.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling