-35.6%
AVTR vs AHR
+364.8%
-400.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +7.4% | -3.4% | +10.8% | +7.6% |
| 30D | +12.2% | -3.8% | +16.0% | +12.5% |
| 3M | +57.4% | +20.1% | +37.3% | +55.6% |
| 6M | +86.7% | +7.1% | +79.6% | +86.2% |
| YTD | +33.1% | +17.2% | +15.9% | +31.2% |
| 1Y | +16.1% | +30.4% | -14.2% | +11.9% |
| All | -35.6% | +364.8% | -400.4% | -55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling