+1,105.5%
ASX vs AVTR
+5.8%
+1,099.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.4% | +3.8% |
| 7D | -9.1% | -0.1% | -9.0% | -8.9% |
| 30D | -23.6% | -0.6% | -22.9% | -23.3% |
| 3M | -5.6% | +13.4% | -19.0% | -8.6% |
| 6M | +4.7% | +87.4% | -82.7% | -13.0% |
| YTD | +122.6% | +35.9% | +86.7% | +100.0% |
| 1Y | +133.0% | +35.4% | +97.6% | +109.1% |
| 3Y | +367.1% | -16.1% | +383.2% | +354.8% |
| 5Y | +504.7% | -59.4% | +564.1% | +643.5% |
| All | +1,105.5% | +5.8% | +1,099.7% | +948.7% |
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