+31,416.6%
AVGO vs RY
+715.5%
+30,701.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.7% |
| 7D | -3.0% | +3.1% | -6.1% | -5.1% |
| 30D | -14.4% | -0.3% | -14.1% | -14.4% |
| 3M | -14.4% | +8.7% | -23.1% | -19.5% |
| 6M | +13.1% | +28.5% | -15.4% | -5.5% |
| YTD | +3.8% | +25.1% | -21.3% | -11.7% |
| 1Y | +17.8% | +46.3% | -28.5% | -10.3% |
| 3Y | +325.3% | +154.9% | +170.3% | +117.6% |
| 5Y | +689.9% | +140.3% | +549.6% | +319.7% |
| 10Y | +2,597.0% | +377.0% | +2,220.0% | +800.2% |
| All | +31,416.6% | +715.5% | +30,701.1% | +7,261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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