+1,067.5%
ASX vs AVTR
+8.1%
+1,059.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +7.9% |
| 7D | -12.3% | +1.9% | -14.2% | -12.5% |
| 30D | -26.0% | +1.5% | -27.5% | -26.1% |
| 3M | -8.1% | +17.1% | -25.2% | -11.7% |
| 6M | +1.4% | +91.5% | -90.1% | -16.2% |
| YTD | +115.6% | +38.8% | +76.7% | +92.6% |
| 1Y | +128.0% | +37.7% | +90.3% | +103.8% |
| 3Y | +371.4% | -13.5% | +384.9% | +355.0% |
| 5Y | +469.4% | -59.3% | +528.7% | +601.3% |
| All | +1,067.5% | +8.1% | +1,059.4% | +910.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling