+486.8%
ASX vs AVTR
-58.9%
+545.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +12.4% | +0.5% | +11.9% | +12.3% |
| 30D | -19.8% | -1.0% | -18.8% | -19.5% |
| 3M | -10.3% | +12.2% | -22.5% | -12.2% |
| 6M | +1.2% | +97.5% | -96.2% | -13.3% |
| YTD | +123.0% | +35.6% | +87.4% | +105.1% |
| 1Y | +145.4% | +32.8% | +112.6% | +126.5% |
| 3Y | +368.6% | -16.5% | +385.1% | +360.9% |
| All | +486.8% | -58.9% | +545.7% | +666.8% |
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