+174.8%
AMZN vs AVTR
+0.6%
+174.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | -0.7% | -1.1% | +0.4% | -0.4% |
| 30D | -3.9% | +6.3% | -10.2% | -5.3% |
| 3M | +6.3% | +53.3% | -47.0% | -4.9% |
| 6M | +20.8% | +78.6% | -57.9% | +3.5% |
| YTD | +11.2% | +29.2% | -18.0% | +2.7% |
| 1Y | +11.7% | +13.8% | -2.2% | +4.6% |
| 3Y | +79.4% | -27.4% | +106.9% | +82.6% |
| 5Y | +48.0% | -65.0% | +113.0% | +76.3% |
| All | +174.8% | +0.6% | +174.2% | +161.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling