+9.7%
AVTR vs DAR
+156.5%
-146.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.8% | +1.5% |
| 7D | +1.9% | -2.8% | +4.7% | +2.7% |
| 30D | +1.5% | -12.8% | +14.4% | +5.4% |
| 3M | +17.1% | -11.6% | +28.7% | +20.5% |
| 6M | +91.5% | -16.8% | +108.2% | +99.3% |
| YTD | +38.8% | +45.9% | -7.1% | +20.8% |
| 1Y | +37.7% | +61.5% | -23.7% | +15.8% |
| 3Y | -13.5% | +23.0% | -36.4% | -24.6% |
| 5Y | -59.3% | -35.8% | -23.5% | -57.4% |
| All | +9.7% | +156.5% | -146.8% | -49.6% |
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