-16.3%
ALB vs AVTR
+36.8%
-53.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -3.6% | +3.2% | -6.7% | -3.8% |
| 30D | -2.9% | +0.5% | -3.3% | -2.9% |
| 3M | -25.8% | +12.1% | -38.0% | -26.5% |
| 6M | -53.6% | +91.2% | -144.8% | -57.1% |
| YTD | -32.4% | +36.3% | -68.7% | -32.8% |
| All | -16.3% | +36.8% | -53.0% | -16.4% |
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