+678.6%
AU vs AVTR
-64.6%
+743.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | -4.3% | -1.1% | -3.2% | -4.2% |
| 30D | +7.3% | +6.3% | +1.0% | +6.6% |
| 3M | +26.3% | +53.3% | -27.0% | +20.5% |
| 6M | +1.8% | +78.6% | -76.9% | -4.4% |
| YTD | +26.8% | +29.2% | -2.4% | +21.8% |
| 1Y | +66.7% | +13.8% | +52.9% | +60.5% |
| 3Y | +579.1% | -27.4% | +606.5% | +584.0% |
| All | +678.6% | -64.6% | +743.2% | +698.0% |
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