+1,636.6%
AMD vs AVTR
+1.7%
+1,634.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.2% |
| 7D | +2.6% | +2.7% | -0.1% | +1.5% |
| 30D | -0.9% | +12.1% | -13.0% | -5.2% |
| 3M | -8.7% | +57.2% | -66.0% | -24.8% |
| 6M | +136.3% | +73.1% | +63.3% | +86.8% |
| YTD | +123.0% | +30.6% | +92.4% | +94.6% |
| 1Y | +195.2% | +13.5% | +181.7% | +162.1% |
| 3Y | +336.3% | -31.0% | +367.4% | +354.7% |
| 5Y | +334.5% | -63.2% | +397.7% | +499.5% |
| All | +1,636.6% | +1.7% | +1,634.9% | +1,495.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling