+36.7%
AVTR vs COMP
+16.2%
+20.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.7% | -8.6% | 0.0% |
| 7D | -3.6% | +13.4% | -17.1% | -6.2% |
| 30D | +0.8% | +11.1% | -10.3% | -1.7% |
| 3M | +17.4% | -18.8% | +36.2% | +21.4% |
| 6M | +83.5% | +10.5% | +73.0% | +75.8% |
| YTD | +35.0% | -3.4% | +38.4% | +42.8% |
| 1Y | +36.7% | +19.7% | +17.0% | +34.7% |
| All | +36.7% | +16.2% | +20.5% | +34.7% |
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