+267.5%
ASX vs AVTR
+16.8%
+250.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.2% |
| 7D | -0.7% | +2.7% | -3.4% | -0.7% |
| 30D | +2.0% | +12.1% | -10.1% | +2.3% |
| 3M | -1.3% | +57.2% | -58.6% | -2.8% |
| 6M | +71.4% | +73.1% | -1.6% | +67.2% |
| YTD | +135.3% | +30.6% | +104.7% | +125.5% |
| 1Y | +267.5% | +13.5% | +254.0% | +234.7% |
| All | +267.5% | +16.8% | +250.7% | +234.7% |
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