-27.7%
AVTR vs ACI
-40.4%
+12.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +2.7% | +0.2% | +2.5% | +2.7% |
| 30D | +12.1% | +5.9% | +6.1% | +11.5% |
| 3M | +57.2% | -19.8% | +77.0% | +58.3% |
| 6M | +73.1% | -24.7% | +97.8% | +75.3% |
| YTD | +30.6% | -24.4% | +55.0% | +32.0% |
| 1Y | +13.5% | -31.5% | +45.0% | +16.7% |
| All | -27.7% | -40.4% | +12.7% | -24.9% |
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