-16.5%
AVTR vs COMP
+423.6%
-440.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | +0.5% | 0.0% | +0.5% | +0.4% |
| 30D | -1.0% | +16.6% | -17.6% | -3.8% |
| 3M | +12.2% | -23.5% | +35.7% | +16.6% |
| 6M | +97.5% | +25.7% | +71.7% | +87.2% |
| YTD | +35.6% | -3.4% | +39.0% | +33.2% |
| 1Y | +32.8% | +7.6% | +25.2% | +28.1% |
| 3Y | -16.5% | +423.6% | -440.1% | -31.5% |
| All | -16.5% | +423.6% | -440.1% | -31.5% |
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