+18.9%
AVTR vs COO
-0.9%
+19.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +3.5% |
| 7D | +7.4% | -2.3% | +9.7% | +8.9% |
| 30D | +12.2% | -8.8% | +21.0% | +18.4% |
| 3M | +57.4% | +1.3% | +56.0% | +55.2% |
| 6M | +86.7% | -11.6% | +98.2% | +106.2% |
| YTD | +33.1% | -17.4% | +50.5% | +55.6% |
| All | +18.9% | -0.9% | +19.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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