-99.9%
AMIX vs AVTR
-30.4%
-69.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.0% | -21.0% | -20.2% |
| 7D | -8.1% | +0.5% | -8.6% | -8.2% |
| 30D | -52.3% | +1.5% | -53.8% | -52.4% |
| 3M | -83.8% | +14.2% | -98.0% | -84.1% |
| 6M | -79.0% | +97.4% | -176.3% | -78.9% |
| YTD | -87.2% | +37.3% | -124.4% | -87.4% |
| 1Y | -91.7% | +36.8% | -128.5% | -91.8% |
| All | -99.9% | -30.4% | -69.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling