+32.5%
AVPT vs SPY
+173.3%
-140.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.3% |
| 7D | -2.9% | -0.4% | -2.6% | -2.6% |
| 30D | -0.2% | -1.4% | +1.1% | +0.9% |
| 3M | +22.5% | +3.7% | +18.8% | +19.1% |
| 6M | +17.6% | +13.0% | +4.6% | +7.2% |
| YTD | -6.7% | +12.4% | -19.1% | -14.5% |
| 1Y | -22.0% | +18.5% | -40.5% | -31.2% |
| 3Y | +92.3% | +77.6% | +14.7% | +30.5% |
| 5Y | +30.4% | +81.7% | -51.3% | -13.5% |
| All | +32.5% | +173.3% | -140.7% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling