+966.7%
ATI vs AVTR
-59.2%
+1,026.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.4% |
| 7D | +4.7% | +0.5% | +4.2% | +4.7% |
| 30D | -0.2% | +1.5% | -1.8% | -0.5% |
| 3M | -18.5% | +14.2% | -32.7% | -20.7% |
| 6M | +16.4% | +97.4% | -81.0% | 0.0% |
| YTD | +63.4% | +37.3% | +26.2% | +50.6% |
| 1Y | +91.5% | +36.8% | +54.8% | +76.4% |
| 3Y | +329.2% | -15.2% | +344.5% | +321.5% |
| 5Y | +966.7% | -59.2% | +1,025.9% | +1,018.8% |
| All | +966.7% | -59.2% | +1,026.0% | +1,018.8% |
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