-43.8%
ACHR vs AVTR
-64.4%
+20.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.4% | -3.2% | -4.7% |
| 7D | -2.7% | +1.6% | -4.2% | -3.2% |
| 30D | -12.1% | +8.4% | -20.5% | -15.0% |
| 3M | +3.4% | +50.2% | -46.8% | -14.8% |
| 6M | -15.6% | +82.6% | -98.2% | -36.5% |
| YTD | -26.9% | +29.8% | -56.7% | -36.4% |
| 1Y | -34.8% | +16.0% | -50.7% | -42.6% |
| 3Y | -19.2% | -26.4% | +7.2% | -15.7% |
| 5Y | -43.8% | -64.5% | +20.7% | -22.5% |
| All | -43.8% | -64.4% | +20.7% | -22.5% |
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