+525.7%
AVGO vs RVTY
-6.1%
+531.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.6% | +5.2% | +7.6% |
| 7D | -0.9% | +6.0% | -6.9% | -2.6% |
| 30D | -11.6% | +4.3% | -15.9% | -12.7% |
| 3M | -25.2% | +40.2% | -65.4% | -33.3% |
| 6M | -25.4% | +59.3% | -84.7% | -36.9% |
| YTD | -7.2% | +66.5% | -73.7% | -23.7% |
| 1Y | -7.9% | +77.5% | -85.4% | -26.0% |
| 3Y | +262.1% | +92.5% | +169.6% | +169.4% |
| 5Y | +525.7% | -6.8% | +532.5% | +531.5% |
| All | +525.7% | -6.1% | +531.8% | +531.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling