+16.0%
AVTR vs BN
-12.4%
+28.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.4% |
| 7D | +1.6% | -3.0% | +4.6% | +3.2% |
| 30D | +8.4% | -13.0% | +21.4% | +16.8% |
| 3M | +50.2% | -15.2% | +65.4% | +64.4% |
| 6M | +82.6% | -5.9% | +88.5% | +87.7% |
| YTD | +29.8% | -15.8% | +45.6% | +42.2% |
| 1Y | +16.0% | -12.2% | +28.2% | +25.1% |
| All | +16.0% | -12.4% | +28.4% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling