+109.8%
AAPL vs AVTR
-64.4%
+174.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.2% |
| 7D | -3.0% | +1.6% | -4.5% | -3.2% |
| 30D | +2.3% | +8.4% | -6.1% | +0.8% |
| 3M | +8.6% | +50.2% | -41.5% | +0.2% |
| 6M | +21.6% | +82.6% | -61.0% | +7.3% |
| YTD | +16.3% | +29.8% | -13.5% | +9.5% |
| 1Y | +35.1% | +16.0% | +19.1% | +28.0% |
| 3Y | +79.4% | -26.4% | +105.8% | +81.1% |
| 5Y | +109.8% | -64.5% | +174.3% | +160.8% |
| All | +109.8% | -64.4% | +174.3% | +160.8% |
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