+11.9%
ACN vs AVTR
+37.4%
-25.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.7% |
| 7D | +8.6% | -6.2% | +14.8% | +10.5% |
| 30D | +36.6% | -1.0% | +37.6% | +36.5% |
| 3M | +56.3% | +14.4% | +41.9% | +48.5% |
| 6M | +49.7% | +95.9% | -46.2% | +18.2% |
| YTD | +1.3% | +36.6% | -35.2% | -8.2% |
| 1Y | +11.9% | +35.1% | -23.2% | +2.7% |
| All | +11.9% | +37.4% | -25.5% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling