+608.4%
AAPL vs AVTR
+1.7%
+606.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.2% |
| 7D | +0.1% | +2.7% | -2.6% | -0.6% |
| 30D | +3.0% | +12.1% | -9.1% | 0.0% |
| 3M | +2.9% | +57.2% | -54.4% | -8.9% |
| 6M | +22.1% | +73.1% | -51.0% | +4.8% |
| YTD | +18.0% | +30.6% | -12.6% | +8.4% |
| 1Y | +33.9% | +13.5% | +20.4% | +25.1% |
| 3Y | +71.2% | -31.0% | +102.2% | +76.8% |
| 5Y | +112.6% | -63.2% | +175.8% | +163.1% |
| All | +608.4% | +1.7% | +606.7% | +542.1% |
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 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