+88.0%
ARM vs AVTR
+15.8%
+72.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.9% | +3.5% |
| 7D | +11.4% | +7.4% | +4.0% | +10.2% |
| 30D | -7.4% | +12.2% | -19.7% | -9.0% |
| 3M | -24.5% | +57.4% | -81.9% | -32.4% |
| 6M | +128.7% | +86.7% | +42.0% | +94.2% |
| YTD | +139.3% | +33.1% | +106.2% | +114.1% |
| 1Y | +88.0% | +16.1% | +71.8% | +66.9% |
| All | +88.0% | +15.8% | +72.2% | +66.9% |
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