+3.2%
AVTR vs AEE
+76.6%
-73.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +2.7% | +0.3% | +2.3% | +2.6% |
| 30D | +12.1% | -2.3% | +14.3% | +12.8% |
| 3M | +57.2% | +0.2% | +57.0% | +56.6% |
| 6M | +73.1% | -4.7% | +77.8% | +74.9% |
| YTD | +30.6% | +8.1% | +22.5% | +25.9% |
| 1Y | +13.5% | +8.5% | +4.9% | +9.1% |
| 3Y | -31.0% | +48.9% | -79.9% | -42.0% |
| 5Y | -63.2% | +39.9% | -103.2% | -68.5% |
| All | +3.2% | +76.6% | -73.4% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling