-63.5%
AVTR vs COO
-39.5%
-24.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +3.3% |
| 7D | +7.4% | -2.3% | +9.7% | +8.7% |
| 30D | +12.2% | -8.8% | +21.0% | +17.6% |
| 3M | +57.4% | +1.3% | +56.0% | +55.9% |
| 6M | +86.7% | -11.6% | +98.2% | +98.0% |
| YTD | +33.1% | -17.4% | +50.5% | +46.4% |
| 1Y | +16.1% | -1.6% | +17.7% | +16.7% |
| 3Y | -24.6% | -22.6% | -2.0% | -17.9% |
| 5Y | -63.5% | -40.3% | -23.1% | -54.8% |
| All | -63.5% | -39.5% | -24.0% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling