+13.8%
AVTR vs BRO
-27.7%
+41.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -1.1% | -7.3% | +6.3% | +0.7% |
| 30D | +6.3% | -6.9% | +13.2% | +8.0% |
| 3M | +53.3% | +10.7% | +42.6% | +51.6% |
| 6M | +78.6% | -2.7% | +81.3% | +79.3% |
| YTD | +29.2% | -16.3% | +45.6% | +32.4% |
| 1Y | +13.8% | -29.1% | +42.9% | +10.1% |
| All | +13.8% | -27.7% | +41.6% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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