+79.6%
AMZN vs AVTR
-24.8%
+104.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | +0.8% | +7.4% | -6.6% | -0.4% |
| 30D | -6.4% | +12.2% | -18.6% | -8.2% |
| 3M | +4.8% | +57.4% | -52.6% | -4.0% |
| 6M | +20.5% | +86.7% | -66.1% | +6.5% |
| YTD | +11.3% | +33.1% | -21.7% | +4.5% |
| 1Y | +9.0% | +16.1% | -7.2% | +3.3% |
| All | +79.6% | -24.8% | +104.4% | +93.0% |
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