+7.4%
AVTR vs DAR
+151.8%
-144.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.6% |
| 7D | -0.1% | -3.8% | +3.7% | +1.0% |
| 30D | -0.6% | -14.4% | +13.8% | +3.7% |
| 3M | +13.4% | -17.9% | +31.3% | +19.3% |
| 6M | +87.4% | -18.3% | +105.7% | +96.1% |
| YTD | +35.9% | +43.2% | -7.4% | +18.8% |
| 1Y | +35.4% | +57.7% | -22.3% | +14.7% |
| 3Y | -16.1% | +22.7% | -38.8% | -26.9% |
| 5Y | -59.4% | -34.0% | -25.3% | -58.0% |
| All | +7.4% | +151.8% | -144.4% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling