+3.2%
AVTR vs DAR
+218.3%
-215.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.2% |
| 7D | +2.7% | +1.4% | +1.3% | +2.2% |
| 30D | +12.1% | +12.8% | -0.7% | +7.8% |
| 3M | +57.2% | +7.4% | +49.9% | +52.6% |
| 6M | +73.1% | +22.3% | +50.8% | +60.8% |
| YTD | +30.6% | +81.1% | -50.5% | +7.2% |
| 1Y | +13.5% | +106.5% | -93.0% | -11.1% |
| 3Y | -31.0% | +5.3% | -36.3% | -35.9% |
| 5Y | -63.2% | -11.5% | -51.7% | -65.3% |
| All | +3.2% | +218.3% | -215.1% | -55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling