+31,416.6%
AVGO vs RSP
+731.0%
+30,685.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | -3.0% | -0.8% | -2.2% | -2.1% |
| 30D | -14.4% | -0.3% | -14.1% | -14.2% |
| 3M | -14.4% | +4.3% | -18.7% | -18.7% |
| 6M | +13.1% | +8.8% | +4.3% | +2.4% |
| YTD | +3.8% | +15.3% | -11.5% | -12.3% |
| 1Y | +17.8% | +18.3% | -0.5% | -3.5% |
| 3Y | +325.3% | +52.8% | +272.5% | +163.8% |
| 5Y | +689.9% | +51.7% | +638.2% | +400.8% |
| 10Y | +2,597.0% | +208.5% | +2,388.5% | +669.9% |
| All | +31,416.6% | +731.0% | +30,685.6% | +3,418.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling