+1.8%
AA vs AVTR
+36.2%
-34.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +5.3% | +3.2% | +2.1% | +4.9% |
| 30D | -2.3% | +0.5% | -2.7% | -2.3% |
| 3M | -20.8% | +12.1% | -33.0% | -22.0% |
| 6M | -39.8% | +91.2% | -131.0% | -46.8% |
| YTD | -23.3% | +36.3% | -59.6% | -28.2% |
| 1Y | +1.8% | +35.2% | -33.4% | -4.7% |
| All | +1.8% | +36.2% | -34.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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