+35.1%
AVTR vs COMP
+23.8%
+11.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.7% | -7.3% | -1.1% |
| 7D | -6.2% | +9.5% | -15.7% | -8.0% |
| 30D | -1.0% | +8.1% | -9.1% | -2.8% |
| 3M | +14.4% | -16.3% | +30.7% | +17.6% |
| 6M | +95.9% | +42.2% | +53.7% | +75.7% |
| YTD | +36.6% | -5.0% | +41.6% | +44.3% |
| 1Y | +35.1% | +20.1% | +15.1% | +32.8% |
| All | +35.1% | +23.8% | +11.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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