-65.0%
AVTR vs BRKR
-39.7%
-25.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -1.1% | -8.7% | +7.6% | +3.2% |
| 30D | +6.3% | -9.9% | +16.2% | +11.5% |
| 3M | +53.3% | -3.1% | +56.4% | +50.8% |
| 6M | +78.6% | +45.5% | +33.2% | +40.5% |
| YTD | +29.2% | +13.7% | +15.5% | +14.2% |
| 1Y | +13.8% | +67.4% | -53.6% | -17.6% |
| 3Y | -27.4% | -13.2% | -14.2% | -32.7% |
| All | -65.0% | -39.7% | -25.3% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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