+161.6%
ATI vs AVTR
+16.7%
+144.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -5.6% | -1.1% | -4.6% | -5.6% |
| 30D | -13.7% | +6.3% | -20.1% | -14.0% |
| 3M | -0.4% | +53.3% | -53.7% | -4.4% |
| 6M | +26.2% | +78.6% | -52.4% | +18.7% |
| YTD | +73.2% | +29.2% | +44.0% | +65.3% |
| 1Y | +161.6% | +13.8% | +147.8% | +140.1% |
| All | +161.6% | +16.7% | +144.9% | +140.1% |
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 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