+32,355.3%
AVGO vs RRX
+330.1%
+32,025.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.4% | +2.7% |
| 7D | -0.3% | +4.3% | -4.6% | -2.2% |
| 30D | -13.8% | -8.0% | -5.8% | -10.6% |
| 3M | -6.9% | -22.0% | +15.1% | +2.5% |
| 6M | +11.9% | -11.9% | +23.8% | +15.0% |
| YTD | +6.9% | +17.1% | -10.2% | -5.8% |
| 1Y | +7.4% | +14.9% | -7.5% | -5.0% |
| 3Y | +345.6% | +6.9% | +338.7% | +283.6% |
| 5Y | +718.9% | +19.6% | +699.3% | +543.2% |
| 10Y | +2,755.4% | +215.9% | +2,539.4% | +1,180.7% |
| All | +32,355.3% | +330.1% | +32,025.2% | +12,901.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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