-64.5%
AVTR vs BB
-25.5%
-39.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.2% |
| 7D | +1.6% | +1.8% | -0.3% | +1.3% |
| 30D | +8.4% | -12.2% | +20.6% | +10.4% |
| 3M | +50.2% | -12.3% | +62.5% | +51.0% |
| 6M | +82.6% | +122.7% | -40.1% | +55.2% |
| YTD | +29.8% | +104.5% | -74.6% | +12.0% |
| 1Y | +16.0% | +106.7% | -90.7% | -1.1% |
| 3Y | -26.4% | +70.0% | -96.4% | -38.2% |
| 5Y | -64.5% | -27.8% | -36.7% | -66.3% |
| All | -64.5% | -25.5% | -39.0% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling