+396.7%
APO vs AVTR
+1.1%
+395.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.1% |
| 7D | -1.0% | +1.6% | -2.6% | -1.5% |
| 30D | -0.4% | +8.4% | -8.7% | -2.9% |
| 3M | -0.9% | +50.2% | -51.0% | -14.1% |
| 6M | +22.1% | +82.6% | -60.4% | -1.3% |
| YTD | -8.4% | +29.8% | -38.2% | -17.5% |
| 1Y | -0.9% | +16.0% | -16.9% | -10.0% |
| 3Y | +56.1% | -26.4% | +82.6% | +58.7% |
| 5Y | +136.0% | -64.5% | +200.5% | +207.1% |
| All | +396.7% | +1.1% | +395.6% | +325.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling