+16.1%
AVTR vs ACWI
+21.5%
-5.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.3% |
| 7D | +7.4% | +1.1% | +6.3% | +6.4% |
| 30D | +12.2% | -0.2% | +12.4% | +12.4% |
| 3M | +57.4% | +4.7% | +52.7% | +50.9% |
| 6M | +86.7% | +14.5% | +72.2% | +63.4% |
| YTD | +33.1% | +14.6% | +18.5% | +15.9% |
| 1Y | +16.1% | +21.4% | -5.3% | -16.2% |
| All | +16.1% | +21.5% | -5.4% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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