+1,241.1%
ASX vs AVTR
+0.6%
+1,240.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +5.2% | -1.1% | +6.3% | +5.5% |
| 30D | +0.5% | +6.3% | -5.8% | -1.2% |
| 3M | +8.3% | +53.3% | -45.0% | -4.8% |
| 6M | +82.0% | +78.6% | +3.4% | +52.8% |
| YTD | +147.6% | +29.2% | +118.4% | +125.2% |
| 1Y | +258.8% | +13.8% | +245.0% | +229.4% |
| 3Y | +452.1% | -27.4% | +479.5% | +460.9% |
| 5Y | +441.7% | -65.0% | +506.7% | +597.0% |
| All | +1,241.1% | +0.6% | +1,240.5% | +1,080.7% |
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 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