+3.2%
AVTR vs BN
+158.0%
-154.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | +2.7% | -2.5% | +5.1% | +4.1% |
| 30D | +12.1% | -9.5% | +21.5% | +18.1% |
| 3M | +57.2% | -10.4% | +67.6% | +66.3% |
| 6M | +73.1% | -6.4% | +79.4% | +78.3% |
| YTD | +30.6% | -11.9% | +42.5% | +38.7% |
| 1Y | +13.5% | -8.6% | +22.1% | +18.2% |
| 3Y | -31.0% | +77.6% | -108.6% | -50.7% |
| 5Y | -63.2% | +37.0% | -100.3% | -70.5% |
| All | +3.2% | +158.0% | -154.7% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling