+2.1%
AVTR vs BRKR
+30.1%
-28.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -1.1% | -8.7% | +7.6% | +3.4% |
| 30D | +6.3% | -9.9% | +16.2% | +11.7% |
| 3M | +53.3% | -3.1% | +56.4% | +50.8% |
| 6M | +78.6% | +45.5% | +33.2% | +40.0% |
| YTD | +29.2% | +13.7% | +15.5% | +14.0% |
| 1Y | +13.8% | +67.4% | -53.6% | -18.1% |
| 3Y | -27.4% | -13.2% | -14.2% | -31.9% |
| 5Y | -65.0% | -39.5% | -25.5% | -61.2% |
| All | +2.1% | +30.1% | -28.0% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling