+3.3%
AFRM vs AVTR
+35.2%
-32.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -3.2% |
| 7D | -7.3% | -3.6% | -3.7% | -5.8% |
| 30D | -9.6% | +0.8% | -10.3% | -10.0% |
| 3M | -11.1% | +17.4% | -28.4% | -17.0% |
| 6M | +3.9% | +83.5% | -79.7% | -25.6% |
| YTD | -8.5% | +35.0% | -43.5% | -22.7% |
| 1Y | +3.3% | +36.7% | -33.4% | -12.9% |
| All | +3.3% | +35.2% | -32.0% | -12.9% |
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