-42.9%
ACN vs AVTR
-63.6%
+20.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.9% | -6.0% | -4.6% |
| 7D | -4.8% | +7.4% | -12.2% | -6.6% |
| 30D | +1.9% | +12.2% | -10.3% | -1.2% |
| 3M | +3.9% | +57.4% | -53.5% | -8.1% |
| 6M | -15.0% | +86.7% | -101.7% | -28.4% |
| YTD | -31.9% | +33.1% | -65.0% | -37.5% |
| 1Y | -28.5% | +16.1% | -44.7% | -33.3% |
| 3Y | -41.9% | -24.6% | -17.3% | -41.6% |
| 5Y | -42.9% | -63.5% | +20.6% | -26.1% |
| All | -42.9% | -63.6% | +20.7% | -26.1% |
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 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