+155.0%
ASX vs AVTR
+36.7%
+118.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.5% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | -20.4% | +1.5% | -22.0% | -20.3% |
| 3M | -2.1% | +14.2% | -16.4% | -2.2% |
| 6M | +8.2% | +97.4% | -89.1% | -0.8% |
| YTD | +137.3% | +37.3% | +100.0% | +115.5% |
| 1Y | +155.0% | +36.8% | +118.2% | +131.4% |
| All | +155.0% | +36.7% | +118.3% | +131.4% |
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