-91.6%
AMIX vs AVTR
+35.2%
-126.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.9% |
| 7D | -16.0% | -3.6% | -12.4% | -14.6% |
| 30D | -55.4% | +0.8% | -56.2% | -55.5% |
| 3M | -87.5% | +17.4% | -104.9% | -88.4% |
| 6M | -81.2% | +83.5% | -164.7% | -80.6% |
| YTD | -86.8% | +35.0% | -121.8% | -88.4% |
| 1Y | -91.6% | +36.7% | -128.2% | -92.5% |
| All | -91.6% | +35.2% | -126.8% | -92.5% |
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 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