+623.0%
AAPL vs AVTR
+1.1%
+621.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -2.0% | +1.5% | 0.0% |
| 30D | +7.1% | +8.1% | -1.0% | +5.0% |
| 3M | +12.1% | +54.2% | -42.1% | -0.2% |
| 6M | +25.4% | +82.6% | -57.1% | +6.2% |
| YTD | +20.5% | +29.8% | -9.4% | +10.8% |
| 1Y | +44.5% | +18.0% | +26.5% | +33.4% |
| 3Y | +85.8% | -26.4% | +112.2% | +87.8% |
| 5Y | +124.8% | -64.8% | +189.6% | +182.2% |
| All | +623.0% | +1.1% | +621.9% | +556.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling