-35.9%
AAL vs AVTR
-64.4%
+28.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +1.0% |
| 7D | -1.3% | +1.6% | -2.9% | -1.9% |
| 30D | -13.7% | +8.4% | -22.1% | -16.1% |
| 3M | -8.2% | +50.2% | -58.3% | -21.1% |
| 6M | +13.1% | +82.6% | -69.5% | -9.8% |
| YTD | -15.6% | +29.8% | -45.4% | -24.5% |
| 1Y | +1.4% | +16.0% | -14.6% | -8.6% |
| 3Y | -7.4% | -26.4% | +19.0% | -6.1% |
| 5Y | -35.9% | -64.5% | +28.5% | -20.4% |
| All | -35.9% | -64.4% | +28.5% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling