-13.5%
AVTR vs COMP
+431.5%
-445.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.7% | -2.8% | +1.9% |
| 7D | +1.9% | +14.5% | -12.6% | -0.5% |
| 30D | +1.5% | +14.9% | -13.4% | -1.1% |
| 3M | +17.1% | -14.2% | +31.3% | +19.3% |
| 6M | +91.5% | +23.7% | +67.7% | +82.0% |
| YTD | +38.8% | +2.1% | +36.7% | +35.2% |
| 1Y | +37.7% | +26.2% | +11.6% | +29.6% |
| 3Y | -13.5% | +470.9% | -484.4% | -29.9% |
| All | -13.5% | +431.5% | -445.0% | -29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling