-64.8%
AVTR vs AGI
+389.6%
-454.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +0.4% |
| 7D | -2.0% | -5.3% | +3.2% | -1.5% |
| 30D | +8.1% | +6.8% | +1.3% | +7.3% |
| 3M | +54.2% | +8.3% | +45.9% | +52.5% |
| 6M | +82.6% | -29.2% | +111.8% | +87.4% |
| YTD | +29.8% | -7.3% | +37.1% | +29.5% |
| 1Y | +18.0% | +8.0% | +10.0% | +15.7% |
| 3Y | -26.4% | +206.6% | -233.0% | -38.5% |
| 5Y | -64.8% | +398.1% | -463.0% | -72.4% |
| All | -64.8% | +389.6% | -454.4% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 5y: compounded portfolio wealth divided by compounded AGI 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…
5y analysis · Full analysis span regression · 6 months rolling