-99.9%
AMIX vs AVTR
-31.2%
-68.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -9.9% | +0.5% | -10.3% | -10.0% |
| 30D | -52.8% | -1.0% | -51.7% | -52.7% |
| 3M | -80.0% | +12.2% | -92.2% | -80.4% |
| 6M | -80.2% | +97.5% | -177.7% | -80.2% |
| YTD | -88.1% | +35.6% | -123.7% | -88.3% |
| 1Y | -91.1% | +32.8% | -123.9% | -91.2% |
| All | -99.9% | -31.2% | -68.7% | -99.9% |
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