+7.2%
AVTR vs A
+168.4%
-161.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.9% |
| 7D | +0.5% | -0.5% | +0.9% | +0.8% |
| 30D | -1.0% | 0.0% | -1.0% | -1.1% |
| 3M | +12.2% | +16.7% | -4.5% | -1.3% |
| 6M | +97.5% | +54.8% | +42.6% | +37.7% |
| YTD | +35.6% | +28.8% | +6.8% | +9.4% |
| 1Y | +32.8% | +19.3% | +13.5% | +14.0% |
| 3Y | -16.5% | +65.5% | -82.0% | -45.3% |
| 5Y | -59.1% | +12.1% | -71.2% | -64.3% |
| All | +7.2% | +168.4% | -161.2% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling