+34.5%
AVTR vs AR
+5.2%
+29.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.1% |
| 7D | -3.6% | -14.3% | +10.6% | -4.3% |
| 30D | +0.8% | +1.4% | -0.7% | +1.0% |
| 3M | +17.4% | +3.4% | +14.0% | +17.8% |
| 6M | +83.5% | -2.1% | +85.6% | +82.6% |
| YTD | +35.0% | +4.7% | +30.3% | +34.8% |
| All | +34.5% | +5.2% | +29.3% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling