-35.9%
APP vs AVTR
+16.8%
-52.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.7% | +2.4% |
| 7D | +0.9% | +2.7% | -1.8% | +0.6% |
| 30D | -23.3% | +12.1% | -35.3% | -24.1% |
| 3M | -42.6% | +57.2% | -99.9% | -45.7% |
| 6M | -33.6% | +73.1% | -106.7% | -38.5% |
| YTD | -52.4% | +30.6% | -83.1% | -55.9% |
| 1Y | -35.9% | +13.5% | -49.4% | -39.9% |
| All | -35.9% | +16.8% | -52.7% | -39.9% |
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