-26.3%
APH vs AVTR
+16.8%
-43.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.0% | -50.7% | -48.1% |
| 7D | -48.7% | +2.5% | -51.2% | -48.9% |
| 30D | -51.9% | +12.1% | -64.0% | -52.8% |
| 3M | -43.6% | +57.2% | -100.8% | -47.8% |
| 6M | -37.5% | +73.1% | -110.6% | -43.3% |
| YTD | -38.6% | +30.6% | -69.3% | -43.3% |
| 1Y | -26.3% | +13.5% | -39.8% | -33.1% |
| All | -26.3% | +16.8% | -43.1% | -33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling