+2,584.7%
AVGO vs RRC
+72.2%
+2,512.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.8% |
| 7D | +6.1% | -0.5% | +6.5% | +6.2% |
| 30D | -2.7% | +25.2% | -27.9% | -5.7% |
| 3M | -16.9% | +27.8% | -44.7% | -19.8% |
| 6M | -19.1% | +27.2% | -46.4% | -22.2% |
| YTD | +0.3% | +48.2% | -47.9% | -5.8% |
| 1Y | -1.2% | +34.7% | -35.9% | -6.1% |
| 3Y | +272.4% | +62.2% | +210.2% | +243.8% |
| 5Y | +579.0% | +130.9% | +448.1% | +485.9% |
| 10Y | +2,584.7% | +73.4% | +2,511.3% | +1,831.9% |
| All | +2,584.7% | +72.2% | +2,512.5% | +1,831.9% |
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