-58.9%
AVTR vs BN
+36.7%
-95.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +0.5% | +13.6% | -13.1% | -6.4% |
| 3M | +12.1% | -6.7% | +18.8% | +15.7% |
| 6M | +91.2% | -9.0% | +100.2% | +99.3% |
| YTD | +36.3% | -8.8% | +45.1% | +41.4% |
| 1Y | +35.2% | -10.6% | +45.9% | +41.6% |
| 3Y | -15.8% | +98.8% | -114.6% | -43.0% |
| 5Y | -58.9% | +33.6% | -92.5% | -66.4% |
| All | -58.9% | +36.7% | -95.6% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling