-91.6%
AMIX vs AVTR
+37.4%
-129.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.2% |
| 7D | -25.1% | -6.2% | -18.9% | -22.9% |
| 30D | -54.5% | -1.0% | -53.5% | -54.3% |
| 3M | -91.7% | +14.4% | -106.1% | -92.2% |
| 6M | -79.4% | +95.9% | -175.3% | -78.5% |
| YTD | -86.1% | +36.6% | -122.6% | -87.8% |
| 1Y | -91.6% | +35.1% | -126.7% | -93.2% |
| All | -91.6% | +37.4% | -129.0% | -93.2% |
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 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