+718.9%
AVGO vs RRC
+153.5%
+565.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.0% |
| 7D | -0.3% | -1.2% | +0.9% | -0.1% |
| 30D | -13.8% | +9.4% | -23.3% | -15.4% |
| 3M | -6.9% | +7.4% | -14.3% | -8.6% |
| 6M | +11.9% | +1.5% | +10.5% | +10.8% |
| YTD | +6.9% | +19.4% | -12.5% | +1.9% |
| 1Y | +7.4% | +24.2% | -16.8% | +1.1% |
| 3Y | +345.6% | +32.8% | +312.8% | +313.1% |
| 5Y | +718.9% | +152.9% | +566.0% | +592.4% |
| All | +718.9% | +153.5% | +565.4% | +592.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling