+18.0%
AVTR vs BHP
+71.4%
-53.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +0.6% |
| 7D | -2.0% | -3.7% | +1.7% | -1.6% |
| 30D | +8.1% | -0.8% | +8.9% | +8.1% |
| 3M | +54.2% | +7.6% | +46.6% | +52.5% |
| 6M | +82.6% | +20.8% | +61.8% | +78.9% |
| YTD | +29.8% | +50.8% | -20.9% | +27.6% |
| 1Y | +18.0% | +70.9% | -52.9% | +16.6% |
| All | +18.0% | +71.4% | -53.4% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling