-99.4%
AMC vs AVTR
-64.3%
-35.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.8% | +4.9% |
| 7D | +2.3% | +2.7% | -0.4% | +1.1% |
| 30D | -0.7% | +12.1% | -12.8% | -5.5% |
| 3M | +35.2% | +57.2% | -22.0% | +9.1% |
| 6M | +124.6% | +73.1% | +51.5% | +73.2% |
| YTD | +69.9% | +30.6% | +39.2% | +47.4% |
| 1Y | -2.6% | +13.5% | -16.1% | -13.2% |
| 3Y | -79.8% | -31.0% | -48.8% | -78.7% |
| All | -99.4% | -64.3% | -35.1% | -99.0% |
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 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