+3.2%
AVTR vs COO
-3.7%
+7.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -0.5% |
| 7D | +2.7% | -2.2% | +4.9% | +4.2% |
| 30D | +12.1% | -7.0% | +19.1% | +17.1% |
| 3M | +57.2% | +12.2% | +45.0% | +45.0% |
| 6M | +73.1% | -15.1% | +88.2% | +90.3% |
| YTD | +30.6% | -15.1% | +45.7% | +43.6% |
| 1Y | +13.5% | +2.3% | +11.2% | +11.0% |
| 3Y | -31.0% | -23.7% | -7.3% | -22.8% |
| 5Y | -63.2% | -38.9% | -24.3% | -52.4% |
| All | +3.2% | -3.7% | +7.0% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling