+2.6%
AVTR vs BN
+143.5%
-140.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.7% |
| 7D | -2.0% | -5.9% | +3.8% | +1.1% |
| 30D | +8.1% | -15.1% | +23.1% | +17.8% |
| 3M | +54.2% | -14.6% | +68.8% | +67.2% |
| 6M | +82.6% | -8.4% | +91.0% | +90.2% |
| YTD | +29.8% | -16.8% | +46.6% | +42.1% |
| 1Y | +18.0% | -14.4% | +32.4% | +27.2% |
| 3Y | -26.4% | +70.1% | -96.5% | -46.2% |
| 5Y | -64.8% | +33.5% | -98.4% | -71.4% |
| All | +2.6% | +143.5% | -140.9% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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