+1,026.4%
AAOI vs AVTR
+1.1%
+1,025.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +2.9% | -2.0% | +4.9% | +3.8% |
| 30D | -23.1% | +8.1% | -31.2% | -25.6% |
| 3M | -41.0% | +54.2% | -95.2% | -52.5% |
| 6M | -14.3% | +82.6% | -96.9% | -36.6% |
| YTD | +196.3% | +29.8% | +166.5% | +151.8% |
| 1Y | +272.6% | +18.0% | +254.6% | +223.0% |
| 3Y | +775.3% | -26.4% | +801.8% | +821.8% |
| 5Y | +1,290.2% | -64.8% | +1,355.0% | +1,852.0% |
| All | +1,026.4% | +1.1% | +1,025.3% | +786.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling