+80.8%
APO vs AVTR
-59.2%
+140.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.1% |
| 7D | +0.2% | +0.5% | -0.4% | 0.0% |
| 30D | +3.1% | +1.5% | +1.6% | +2.6% |
| 3M | -12.0% | +14.2% | -26.2% | -15.5% |
| 6M | -5.0% | +97.4% | -102.3% | -23.9% |
| YTD | -14.0% | +37.3% | -51.3% | -23.2% |
| 1Y | -5.9% | +36.8% | -42.7% | -16.1% |
| 3Y | +51.6% | -15.2% | +66.8% | +46.0% |
| 5Y | +80.8% | -59.2% | +140.0% | +141.0% |
| All | +80.8% | -59.2% | +140.0% | +141.0% |
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