-64.8%
AVTR vs BR
+7.7%
-72.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -2.0% | -6.0% | +3.9% | +1.2% |
| 30D | +8.1% | -0.9% | +8.9% | +8.4% |
| 3M | +54.2% | +16.4% | +37.8% | +40.8% |
| 6M | +82.6% | -8.2% | +90.8% | +90.2% |
| YTD | +29.8% | -23.2% | +53.1% | +49.8% |
| 1Y | +18.0% | -30.9% | +48.9% | +45.9% |
| 3Y | -26.4% | -5.0% | -21.5% | -25.3% |
| 5Y | -64.8% | +8.8% | -73.6% | -68.6% |
| All | -64.8% | +7.7% | -72.5% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling