+35.1%
AVTR vs ACGL
+28.7%
+6.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | +0.6% |
| 7D | -6.2% | +8.0% | -14.2% | -5.8% |
| 30D | -1.0% | +17.3% | -18.3% | -0.2% |
| 3M | +14.4% | +11.2% | +3.2% | +15.0% |
| 6M | +95.9% | +18.2% | +77.7% | +97.8% |
| YTD | +36.6% | +15.4% | +21.2% | +38.0% |
| 1Y | +35.1% | +26.5% | +8.6% | +22.7% |
| All | +35.1% | +28.7% | +6.4% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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