-81.4%
AMIX vs AVTR
+15.8%
-97.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.9% |
| 7D | -3.4% | +7.4% | -10.8% | -5.9% |
| 30D | -54.4% | +12.2% | -66.6% | -56.4% |
| 3M | -45.7% | +57.4% | -103.1% | -47.6% |
| 6M | -49.2% | +86.7% | -135.8% | -51.0% |
| YTD | -60.3% | +33.1% | -93.4% | -62.2% |
| 1Y | -81.4% | +16.1% | -97.5% | -82.0% |
| All | -81.4% | +15.8% | -97.2% | -82.0% |
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 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