+2,755.4%
AVGO vs RSP
+204.5%
+2,550.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +4.2% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | -13.8% | -1.5% | -12.3% | -12.4% |
| 3M | -6.9% | +4.8% | -11.7% | -12.3% |
| 6M | +11.9% | +10.3% | +1.7% | -0.4% |
| YTD | +6.9% | +14.1% | -7.2% | -8.8% |
| 1Y | +7.4% | +17.0% | -9.6% | -11.2% |
| 3Y | +345.6% | +54.2% | +291.4% | +172.3% |
| 5Y | +718.9% | +51.5% | +667.4% | +417.7% |
| 10Y | +2,755.4% | +204.4% | +2,550.9% | +756.4% |
| All | +2,755.4% | +204.5% | +2,550.8% | +756.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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