+35.1%
AVTR vs BR
-14.2%
+49.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -0.4% |
| 7D | -6.2% | +7.0% | -13.2% | -7.8% |
| 30D | -1.0% | +19.0% | -20.0% | -5.5% |
| 3M | +14.4% | +13.1% | +1.3% | +10.5% |
| 6M | +95.9% | +24.6% | +71.2% | +83.9% |
| YTD | +36.6% | -13.6% | +50.2% | +43.6% |
| 1Y | +35.1% | -13.1% | +48.3% | +41.0% |
| All | +35.1% | -14.2% | +49.4% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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