+35.1%
AVTR vs AS
+3.3%
+31.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | -0.4% |
| 7D | -6.2% | +13.8% | -20.0% | -8.2% |
| 30D | -1.0% | +16.7% | -17.7% | -3.6% |
| 3M | +14.4% | -11.5% | +25.9% | +17.7% |
| 6M | +95.9% | -5.5% | +101.4% | +97.6% |
| YTD | +36.6% | -14.2% | +50.8% | +40.4% |
| 1Y | +35.1% | +2.1% | +33.1% | +36.7% |
| All | +35.1% | +3.3% | +31.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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