+415.3%
ASX vs AVTR
-60.1%
+475.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.2% | +6.0% |
| 7D | -19.9% | -3.6% | -16.3% | -19.2% |
| 30D | -30.9% | +0.8% | -31.7% | -30.9% |
| 3M | -15.1% | +17.4% | -32.5% | -17.6% |
| 6M | -6.5% | +83.5% | -90.0% | -18.7% |
| YTD | +98.4% | +35.0% | +63.4% | +82.6% |
| 1Y | +107.9% | +36.7% | +71.2% | +90.4% |
| 3Y | +325.3% | -15.3% | +340.6% | +315.6% |
| All | +415.3% | -60.1% | +475.4% | +576.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling