+33.5%
AVTR vs CAPR
+75.6%
-42.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.7% | +8.0% | -0.8% |
| 7D | +3.2% | +19.1% | -15.9% | +3.3% |
| 30D | +0.5% | +48.8% | -48.4% | +0.8% |
| 3M | +12.1% | +144.4% | -132.3% | +13.0% |
| 6M | +91.2% | -67.5% | +158.7% | +91.0% |
| YTD | +36.3% | -64.5% | +100.8% | +36.2% |
| All | +33.5% | +75.6% | -42.1% | +37.4% |
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