-6.1%
AAL vs AVTR
-27.2%
+21.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.7% | +1.6% |
| 7D | -3.7% | +2.7% | -6.4% | -4.5% |
| 30D | -20.8% | +12.1% | -32.9% | -23.4% |
| 3M | -1.3% | +57.2% | -58.5% | -14.8% |
| 6M | +5.4% | +73.1% | -67.7% | -12.3% |
| YTD | -14.4% | +30.6% | -45.0% | -22.5% |
| 1Y | +2.1% | +13.5% | -11.4% | -6.4% |
| All | -6.1% | -27.2% | +21.1% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling