+249.2%
ASX vs AVTR
+15.8%
+233.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +6.1% |
| 7D | +6.3% | +7.4% | -1.1% | +6.4% |
| 30D | +6.4% | +12.2% | -5.8% | +6.6% |
| 3M | +13.1% | +57.4% | -44.2% | +11.3% |
| 6M | +90.3% | +86.7% | +3.6% | +85.6% |
| YTD | +149.6% | +33.1% | +116.6% | +138.8% |
| 1Y | +249.2% | +16.1% | +233.0% | +215.9% |
| All | +249.2% | +15.8% | +233.4% | +215.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling