-59.6%
AVTR vs ACGL
+173.3%
-232.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.6% |
| 7D | +0.5% | +2.2% | -1.7% | 0.0% |
| 30D | -1.0% | +12.3% | -13.3% | -3.4% |
| 3M | +12.2% | +11.8% | +0.4% | +9.5% |
| 6M | +97.5% | +17.5% | +80.0% | +90.1% |
| YTD | +35.6% | +14.3% | +21.3% | +31.0% |
| 1Y | +32.8% | +18.2% | +14.7% | +27.2% |
| 3Y | -16.5% | +33.2% | -49.6% | -23.5% |
| All | -59.6% | +173.3% | -232.9% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling