-9.0%
AUR vs AVTR
+37.4%
-46.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.5% |
| 7D | -19.8% | -6.2% | -13.6% | -18.6% |
| 30D | -29.0% | -1.0% | -28.0% | -29.0% |
| 3M | -43.6% | +14.4% | -58.0% | -45.4% |
| 6M | -36.6% | +95.9% | -132.5% | -49.7% |
| YTD | +6.3% | +36.6% | -30.3% | -4.5% |
| 1Y | -9.0% | +35.1% | -44.2% | -17.1% |
| All | -9.0% | +37.4% | -46.4% | -17.1% |
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