-16.1%
AVTR vs A
+68.9%
-85.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -1.1% |
| 7D | -0.1% | +1.4% | -1.5% | -1.2% |
| 30D | -0.6% | +4.3% | -4.9% | -4.0% |
| 3M | +13.4% | +19.8% | -6.4% | -2.3% |
| 6M | +87.4% | +54.4% | +33.0% | +30.6% |
| YTD | +35.9% | +31.7% | +4.2% | +7.9% |
| 1Y | +35.4% | +22.4% | +12.9% | +14.1% |
| 3Y | -16.1% | +67.7% | -83.8% | -40.4% |
| All | -16.1% | +68.9% | -85.0% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling