-16.5%
AVTR vs AEE
+65.0%
-81.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | +0.5% | +1.7% | -1.2% | +0.3% |
| 30D | -1.0% | +9.7% | -10.8% | -1.7% |
| 3M | +12.2% | +5.9% | +6.3% | +11.7% |
| 6M | +97.5% | +6.7% | +90.8% | +96.2% |
| YTD | +35.6% | +17.4% | +18.2% | +31.9% |
| 1Y | +32.8% | +12.7% | +20.2% | +30.3% |
| 3Y | -16.5% | +68.2% | -84.7% | -27.0% |
| All | -16.5% | +65.0% | -81.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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