+86.1%
ARM vs AVTR
+16.8%
+69.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.4% | +5.4% | +4.1% |
| 7D | +5.5% | +2.7% | +2.8% | +5.0% |
| 30D | -8.2% | +12.1% | -20.2% | -9.7% |
| 3M | -35.9% | +57.2% | -93.2% | -42.7% |
| 6M | +103.1% | +73.1% | +30.1% | +74.8% |
| YTD | +130.6% | +30.6% | +100.0% | +107.0% |
| 1Y | +86.1% | +13.5% | +72.6% | +65.5% |
| All | +86.1% | +16.8% | +69.3% | +65.5% |
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