+15.4%
AUR vs AVTR
+16.7%
-1.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +1.4% | -1.1% | +2.5% | +1.6% |
| 30D | -6.4% | +6.3% | -12.7% | -7.4% |
| 3M | +7.7% | +53.3% | -45.6% | -2.1% |
| 6M | +44.5% | +78.6% | -34.2% | +25.8% |
| YTD | +67.4% | +29.2% | +38.2% | +54.2% |
| 1Y | +15.4% | +13.8% | +1.6% | +8.4% |
| All | +15.4% | +16.7% | -1.3% | +8.4% |
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