-36.5%
AVTR vs AS
+120.4%
-156.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.6% | -5.0% | -2.1% |
| 7D | +2.7% | -4.9% | +7.6% | +3.6% |
| 30D | +12.1% | -19.6% | +31.7% | +16.7% |
| 3M | +57.2% | -14.4% | +71.6% | +61.4% |
| 6M | +73.1% | -20.1% | +93.2% | +79.5% |
| YTD | +30.6% | -20.9% | +51.6% | +35.6% |
| 1Y | +13.5% | -21.9% | +35.4% | +17.8% |
| All | -36.5% | +120.4% | -156.8% | -42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling