-27.7%
AVTR vs DAR
+13.3%
-41.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.3% |
| 7D | +2.7% | +1.4% | +1.3% | +2.4% |
| 30D | +12.1% | +12.8% | -0.7% | +9.6% |
| 3M | +57.2% | +7.4% | +49.9% | +54.6% |
| 6M | +73.1% | +22.3% | +50.8% | +65.4% |
| YTD | +30.6% | +81.1% | -50.5% | +14.8% |
| 1Y | +13.5% | +106.5% | -93.0% | -3.2% |
| All | -27.7% | +13.3% | -41.0% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling