+17.8%
AVGO vs RVMD
+430.6%
-412.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -3.0% | +1.0% | -4.0% | -3.1% |
| 30D | -14.4% | +6.4% | -20.9% | -15.0% |
| 3M | -14.4% | +34.9% | -49.3% | -16.6% |
| 6M | +13.1% | +107.6% | -94.4% | +5.9% |
| YTD | +3.8% | +163.7% | -159.9% | -5.2% |
| 1Y | +17.8% | +439.2% | -421.4% | +6.9% |
| All | +17.8% | +430.6% | -412.8% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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