-59.3%
AVTR vs COO
-40.8%
-18.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +1.6% |
| 7D | +1.9% | +4.3% | -2.4% | -0.2% |
| 30D | +1.5% | +17.6% | -16.1% | -6.4% |
| 3M | +17.1% | -13.9% | +30.9% | +24.8% |
| 6M | +91.5% | +6.6% | +84.9% | +81.4% |
| YTD | +38.8% | -22.0% | +60.8% | +55.3% |
| 1Y | +37.7% | -8.8% | +46.6% | +41.4% |
| 3Y | -13.5% | -21.5% | +8.0% | -8.1% |
| 5Y | -59.3% | -41.0% | -18.3% | -53.1% |
| All | -59.3% | -40.8% | -18.5% | -53.1% |
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