-64.8%
AVTR vs AMCR
-9.6%
-55.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -2.0% | -5.0% | +2.9% | +0.6% |
| 30D | +8.1% | -8.0% | +16.0% | +12.9% |
| 3M | +54.2% | +14.3% | +39.9% | +43.0% |
| 6M | +82.6% | +5.3% | +77.2% | +75.7% |
| YTD | +29.8% | +7.7% | +22.1% | +21.5% |
| 1Y | +18.0% | +10.8% | +7.2% | +9.4% |
| 3Y | -26.4% | +9.6% | -36.0% | -32.3% |
| 5Y | -64.8% | -10.2% | -54.7% | -63.9% |
| All | -64.8% | -9.6% | -55.2% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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