+3.2%
AVTR vs AR
+398.9%
-395.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.4% |
| 7D | +2.7% | +2.5% | +0.2% | +2.4% |
| 30D | +12.1% | +14.8% | -2.7% | +10.4% |
| 3M | +57.2% | +6.2% | +51.0% | +56.1% |
| 6M | +73.1% | +4.3% | +68.8% | +71.6% |
| YTD | +30.6% | +14.4% | +16.3% | +28.0% |
| 1Y | +13.5% | +21.3% | -7.8% | +10.3% |
| 3Y | -31.0% | +39.8% | -70.8% | -34.7% |
| 5Y | -63.2% | +142.1% | -205.3% | -67.2% |
| All | +3.2% | +398.9% | -395.6% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling