-99.3%
AMC vs AVTR
-60.1%
-39.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.2% | +1.0% |
| 7D | +2.6% | -3.6% | +6.2% | +4.3% |
| 30D | +9.0% | +0.8% | +8.2% | +8.6% |
| 3M | +22.2% | +17.4% | +4.8% | +13.8% |
| 6M | +91.5% | +83.5% | +8.0% | +43.8% |
| YTD | +101.3% | +35.0% | +66.3% | +72.0% |
| 1Y | +20.8% | +36.7% | -15.9% | +2.3% |
| 3Y | -71.3% | -15.3% | -56.0% | -74.4% |
| All | -99.3% | -60.1% | -39.2% | -98.7% |
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 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