+40.7%
AMC vs AVTR
+36.7%
+4.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.5% |
| 7D | -2.8% | +0.5% | -3.4% | -2.9% |
| 30D | +14.0% | +1.5% | +12.5% | +13.3% |
| 3M | +42.5% | +14.2% | +28.3% | +35.6% |
| 6M | +142.6% | +97.4% | +45.2% | +76.4% |
| YTD | +119.2% | +37.3% | +82.0% | +83.7% |
| 1Y | +40.7% | +36.8% | +4.0% | +18.0% |
| All | +40.7% | +36.7% | +4.1% | +18.0% |
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