-5.7%
AMT vs AVTR
+15.8%
-21.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -1.9% | -0.2% |
| 7D | -0.2% | +7.4% | -7.6% | -0.6% |
| 30D | +1.8% | +12.2% | -10.4% | +1.1% |
| 3M | -6.2% | +57.4% | -63.6% | -8.1% |
| 6M | -5.0% | +86.7% | -91.6% | -7.5% |
| YTD | +2.1% | +33.1% | -31.0% | +0.1% |
| 1Y | -5.7% | +16.1% | -21.9% | -6.4% |
| All | -5.7% | +15.8% | -21.5% | -6.4% |
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