-10.2%
AVGO vs RSP
+19.2%
-29.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.5% | +6.2% |
| 7D | -0.9% | +0.4% | -1.3% | -0.9% |
| 30D | -11.6% | +3.7% | -15.3% | -14.4% |
| 3M | -25.2% | +0.8% | -25.9% | -25.5% |
| 6M | -25.4% | +9.1% | -34.5% | -32.6% |
| YTD | -7.2% | +16.7% | -23.9% | -23.5% |
| All | -10.2% | +19.2% | -29.4% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling