+8.5%
AVTR vs A
+173.0%
-164.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.4% |
| 7D | +0.5% | -0.1% | +0.6% | +0.6% |
| 30D | +1.5% | +3.3% | -1.7% | -1.1% |
| 3M | +14.2% | +18.5% | -4.3% | -0.8% |
| 6M | +97.4% | +59.3% | +38.1% | +34.6% |
| YTD | +37.3% | +31.0% | +6.2% | +9.3% |
| 1Y | +36.8% | +19.3% | +17.5% | +17.3% |
| 3Y | -15.2% | +66.8% | -82.1% | -44.8% |
| 5Y | -59.2% | +15.5% | -74.7% | -65.2% |
| All | +8.5% | +173.0% | -164.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling