-59.4%
AVTR vs BIDU
-54.7%
-4.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.3% |
| 7D | +3.2% | -2.3% | +5.5% | +3.5% |
| 30D | +0.5% | -7.3% | +7.7% | +1.6% |
| 3M | +12.1% | -26.0% | +38.1% | +17.0% |
| 6M | +91.2% | -44.5% | +135.7% | +108.0% |
| YTD | +36.3% | -40.6% | +76.9% | +45.7% |
| 1Y | +35.2% | -39.8% | +75.0% | +43.9% |
| 3Y | -15.8% | -26.7% | +10.9% | -16.1% |
| All | -59.4% | -54.7% | -4.7% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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