+16.0%
AVTR vs CAPR
+35.4%
-19.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.2% | -2.5% |
| 7D | +1.6% | -12.6% | +14.2% | +1.5% |
| 30D | +8.4% | +124.4% | -116.0% | +9.2% |
| 3M | +50.2% | -66.8% | +116.9% | +49.8% |
| 6M | +82.6% | -71.8% | +154.4% | +82.0% |
| YTD | +29.8% | -70.1% | +99.9% | +29.5% |
| 1Y | +16.0% | +33.3% | -17.4% | +21.3% |
| All | +16.0% | +35.4% | -19.4% | +21.3% |
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