+331.1%
AMD vs AVTR
-31.1%
+362.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.0% |
| 7D | +2.6% | +2.7% | -0.1% | +2.0% |
| 30D | -0.9% | +12.1% | -13.0% | -3.2% |
| 3M | -8.7% | +57.2% | -66.0% | -18.4% |
| 6M | +136.3% | +73.1% | +63.3% | +105.7% |
| YTD | +123.0% | +30.6% | +92.4% | +104.7% |
| 1Y | +195.2% | +13.5% | +181.7% | +172.5% |
| All | +331.1% | -31.1% | +362.2% | +350.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling