-11.2%
AVTR vs ACI
+17.4%
-28.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -2.0% | -7.1% | +5.0% | -1.6% |
| 30D | +8.1% | -4.5% | +12.6% | +8.3% |
| 3M | +54.2% | -22.3% | +76.5% | +55.8% |
| 6M | +82.6% | -28.4% | +111.0% | +85.3% |
| YTD | +29.8% | -29.5% | +59.4% | +31.8% |
| 1Y | +18.0% | -34.2% | +52.2% | +20.4% |
| 3Y | -26.4% | -45.7% | +19.2% | -24.2% |
| 5Y | -64.8% | -40.8% | -24.1% | -63.9% |
| All | -11.2% | +17.4% | -28.6% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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