-15.9%
AVTR vs ACI
-33.9%
+18.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.4% |
| 7D | -3.6% | -2.2% | -1.4% | -3.5% |
| 30D | +0.8% | +10.3% | -9.5% | -0.1% |
| 3M | +17.4% | +7.2% | +10.2% | +16.6% |
| 6M | +83.5% | -18.0% | +101.5% | +84.2% |
| YTD | +35.0% | -22.0% | +57.0% | +36.0% |
| 1Y | +36.7% | -23.4% | +60.0% | +38.0% |
| All | -15.9% | -33.9% | +18.1% | -12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling