+87.6%
AMZN vs AVTR
-15.7%
+103.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +2.8% | +3.2% | -0.4% | +2.2% |
| 30D | +3.4% | +0.5% | +3.0% | +3.2% |
| 3M | +0.1% | +12.1% | -12.1% | -2.1% |
| 6M | +0.6% | +91.2% | -90.6% | -12.2% |
| YTD | +15.9% | +36.3% | -20.4% | +7.8% |
| 1Y | +9.5% | +35.2% | -25.7% | +1.9% |
| All | +87.6% | -15.7% | +103.3% | +107.6% |
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