+166.1%
APA vs AVTR
-63.6%
+229.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | 0.0% | +1.4% |
| 7D | -1.7% | +7.4% | -9.1% | -3.3% |
| 30D | +15.7% | +12.2% | +3.5% | +12.7% |
| 3M | +16.5% | +57.4% | -40.9% | +4.2% |
| 6M | +35.1% | +86.7% | -51.6% | +14.9% |
| YTD | +82.2% | +33.1% | +49.1% | +68.8% |
| 1Y | +102.5% | +16.1% | +86.3% | +90.8% |
| 3Y | +10.3% | -24.6% | +34.9% | +12.2% |
| 5Y | +166.1% | -63.5% | +229.6% | +213.6% |
| All | +166.1% | -63.6% | +229.7% | +213.6% |
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 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