+2.6%
AVTR vs AGI
+760.1%
-757.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.5% |
| 7D | +1.6% | +2.2% | -0.6% | +1.4% |
| 30D | +8.4% | +11.3% | -2.9% | +7.4% |
| 3M | +50.2% | +5.6% | +44.5% | +49.1% |
| 6M | +82.6% | -27.7% | +110.2% | +86.3% |
| YTD | +29.8% | -4.1% | +33.9% | +29.3% |
| 1Y | +16.0% | +13.8% | +2.2% | +13.7% |
| 3Y | -26.4% | +217.0% | -243.5% | -35.0% |
| 5Y | -64.5% | +404.3% | -468.8% | -70.0% |
| All | +2.6% | +760.1% | -757.5% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling