+5.2%
AVTR vs AR
+394.7%
-389.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.0% |
| 7D | +7.4% | -1.8% | +9.2% | +7.6% |
| 30D | +12.2% | +12.6% | -0.4% | +10.8% |
| 3M | +57.4% | +10.0% | +47.4% | +55.6% |
| 6M | +86.7% | +0.6% | +86.0% | +85.8% |
| YTD | +33.1% | +13.4% | +19.7% | +30.5% |
| 1Y | +16.1% | +21.7% | -5.6% | +12.8% |
| 3Y | -24.6% | +45.8% | -70.4% | -28.9% |
| 5Y | -63.5% | +144.3% | -207.7% | -67.5% |
| All | +5.2% | +394.7% | -389.5% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling