+2.8%
AVGO vs RRC
+36.3%
-33.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -4.7% |
| 7D | +18.2% | +6.4% | +11.8% | +18.5% |
| 30D | +0.2% | +23.9% | -23.7% | +3.7% |
| 3M | -16.8% | +30.2% | -47.0% | -13.0% |
| 6M | -16.5% | +26.3% | -42.7% | -11.7% |
| YTD | +0.8% | +48.1% | -47.3% | +5.9% |
| 1Y | +2.8% | +37.7% | -34.8% | +9.3% |
| All | +2.8% | +36.3% | -33.4% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling