-27.7%
AVTR vs COO
-22.0%
-5.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -0.7% |
| 7D | +2.7% | -2.2% | +4.9% | +3.8% |
| 30D | +12.1% | -7.0% | +19.1% | +15.9% |
| 3M | +57.2% | +12.2% | +45.0% | +48.2% |
| 6M | +73.1% | -15.1% | +88.2% | +86.5% |
| YTD | +30.6% | -15.1% | +45.7% | +40.7% |
| 1Y | +13.5% | +2.3% | +11.2% | +12.4% |
| All | -27.7% | -22.0% | -5.7% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling