+1,174.5%
ASX vs AVTR
+1.7%
+1,172.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.6% |
| 7D | -0.7% | +2.7% | -3.4% | -1.4% |
| 30D | +2.0% | +12.1% | -10.1% | -1.0% |
| 3M | -1.3% | +57.2% | -58.6% | -13.8% |
| 6M | +71.4% | +73.1% | -1.6% | +45.3% |
| YTD | +135.3% | +30.6% | +104.7% | +113.4% |
| 1Y | +267.5% | +13.5% | +254.0% | +237.7% |
| 3Y | +388.5% | -31.0% | +419.5% | +405.9% |
| 5Y | +417.1% | -63.2% | +480.3% | +554.4% |
| All | +1,174.5% | +1.7% | +1,172.8% | +1,019.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling