+16.1%
AVTR vs ESTC
+0.7%
+15.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.6% | +2.5% |
| 7D | +7.4% | -4.3% | +11.7% | +8.1% |
| 30D | +12.2% | +17.7% | -5.5% | +8.1% |
| 3M | +57.4% | +42.3% | +15.1% | +45.6% |
| 6M | +86.7% | +64.6% | +22.1% | +66.7% |
| YTD | +33.1% | +17.2% | +15.9% | +24.8% |
| 1Y | +16.1% | -4.2% | +20.3% | +17.2% |
| All | +16.1% | +0.7% | +15.4% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 1y: compounded portfolio wealth divided by compounded ESTC 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…
1y analysis · Full analysis span regression · 6 months rolling