+2,475.6%
AVGO vs RSP
+213.6%
+2,262.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +4.0% |
| 7D | 0.0% | +0.7% | -0.8% | -0.6% |
| 30D | -8.2% | +3.7% | -11.9% | -11.8% |
| 3M | -21.3% | +0.7% | -21.9% | -21.9% |
| 6M | -22.5% | +9.0% | -31.6% | -30.2% |
| YTD | -3.6% | +16.7% | -20.2% | -19.8% |
| 1Y | -6.7% | +19.0% | -25.6% | -24.1% |
| 3Y | +258.1% | +64.7% | +193.4% | +102.9% |
| 5Y | +560.9% | +49.6% | +511.3% | +323.4% |
| 10Y | +2,475.6% | +213.2% | +2,262.5% | +596.1% |
| All | +2,475.6% | +213.6% | +2,262.0% | +596.1% |
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