+13.5%
AVTR vs FFIV
+25.9%
-12.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +2.7% | -1.0% | +3.6% | +2.8% |
| 30D | +12.1% | -5.1% | +17.1% | +12.9% |
| 3M | +57.2% | -4.5% | +61.7% | +58.0% |
| 6M | +73.1% | +36.5% | +36.6% | +56.3% |
| YTD | +30.6% | +53.0% | -22.3% | +13.8% |
| 1Y | +13.5% | +24.2% | -10.7% | -5.6% |
| All | +13.5% | +25.9% | -12.4% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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