+31,416.6%
AVGO vs RVTY
+724.0%
+30,692.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.5% |
| 30D | -14.4% | +13.2% | -27.7% | -19.7% |
| 3M | -14.4% | +27.2% | -41.7% | -24.8% |
| 6M | +13.1% | +32.4% | -19.3% | -3.7% |
| YTD | +3.8% | +34.9% | -31.1% | -13.3% |
| 1Y | +17.8% | +52.4% | -34.6% | -8.2% |
| 3Y | +325.3% | +12.3% | +313.0% | +266.0% |
| 5Y | +689.9% | -30.8% | +720.7% | +769.4% |
| 10Y | +2,597.0% | +150.7% | +2,446.3% | +1,219.7% |
| All | +31,416.6% | +724.0% | +30,692.6% | +8,068.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling