+2.6%
AVTR vs BHP
+195.0%
-192.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +2.1% |
| 7D | -2.0% | -3.7% | +1.7% | -0.6% |
| 30D | +8.1% | -0.8% | +8.9% | +8.3% |
| 3M | +54.2% | +7.6% | +46.6% | +48.7% |
| 6M | +82.6% | +20.8% | +61.8% | +66.9% |
| YTD | +29.8% | +50.8% | -20.9% | +7.0% |
| 1Y | +18.0% | +70.9% | -52.9% | -8.5% |
| 3Y | -26.4% | +78.0% | -104.5% | -45.1% |
| 5Y | -64.8% | +113.1% | -177.9% | -77.1% |
| All | +2.6% | +195.0% | -192.4% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling