+35.1%
AVTR vs CAPR
+47.4%
-12.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.3% | -7.9% | +0.4% |
| 7D | -6.2% | +43.2% | -49.4% | -6.0% |
| 30D | -1.0% | +14.7% | -15.7% | -0.9% |
| 3M | +14.4% | +113.9% | -99.5% | +15.2% |
| 6M | +95.9% | -73.4% | +169.2% | +95.4% |
| YTD | +36.6% | -69.1% | +105.7% | +36.3% |
| 1Y | +35.1% | +47.2% | -12.0% | +39.3% |
| All | +35.1% | +47.4% | -12.3% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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