+13.8%
AVTR vs AHR
+26.4%
-12.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.6% |
| 7D | -1.1% | -2.1% | +1.0% | -1.4% |
| 30D | +6.3% | +1.9% | +4.4% | +6.7% |
| 3M | +53.3% | +15.7% | +37.7% | +60.4% |
| 6M | +78.6% | +2.5% | +76.1% | +80.6% |
| YTD | +29.2% | +15.0% | +14.2% | +38.2% |
| 1Y | +13.8% | +28.1% | -14.3% | +26.7% |
| All | +13.8% | +26.4% | -12.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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