+19.3%
ARM vs AVTR
+37.4%
-18.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.3% |
| 7D | -18.7% | -6.2% | -12.5% | -18.2% |
| 30D | -36.7% | -1.0% | -35.7% | -36.6% |
| 3M | -31.6% | +14.4% | -46.0% | -32.7% |
| 6M | -5.6% | +95.9% | -101.5% | -22.5% |
| YTD | +75.5% | +36.6% | +38.9% | +49.3% |
| 1Y | +19.3% | +35.1% | -15.8% | -0.3% |
| All | +19.3% | +37.4% | -18.1% | -0.3% |
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