-30.5%
ACHR vs AVTR
-58.9%
+28.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.7% |
| 7D | -9.2% | +0.5% | -9.7% | -9.3% |
| 30D | -1.0% | -1.0% | 0.0% | -0.5% |
| 3M | -42.2% | +12.2% | -54.4% | -44.9% |
| 6M | -38.2% | +97.5% | -135.6% | -55.1% |
| YTD | -46.4% | +35.6% | -82.0% | -54.3% |
| 1Y | -49.4% | +32.8% | -82.2% | -56.7% |
| 3Y | -22.5% | -16.5% | -6.0% | -24.3% |
| All | -30.5% | -58.9% | +28.4% | -3.6% |
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