+7.3%
AON vs AVTR
-64.6%
+71.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -6.3% | -1.1% | -5.2% | -6.2% |
| 30D | -14.1% | +6.3% | -20.4% | -14.9% |
| 3M | -9.5% | +53.3% | -62.8% | -15.7% |
| 6M | -4.0% | +78.6% | -82.7% | -13.1% |
| YTD | -13.8% | +29.2% | -43.0% | -17.9% |
| 1Y | -18.3% | +13.8% | -32.1% | -21.5% |
| 3Y | -7.2% | -27.4% | +20.2% | -5.1% |
| All | +7.3% | -64.6% | +71.8% | +35.1% |
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