+7.7%
AVTR vs GAP
+24.5%
-16.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +3.2% | -5.2% | +8.3% | +4.2% |
| 30D | +0.5% | -6.9% | +7.4% | +1.7% |
| 3M | +12.1% | +5.7% | +6.4% | +10.2% |
| 6M | +91.2% | +0.9% | +90.3% | +88.9% |
| YTD | +36.3% | -14.5% | +50.8% | +38.6% |
| 1Y | +35.2% | -12.1% | +47.3% | +36.7% |
| 3Y | -15.8% | +72.2% | -88.0% | -28.8% |
| 5Y | -58.9% | +4.5% | -63.5% | -63.8% |
| All | +7.7% | +24.5% | -16.8% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 10y: compounded portfolio wealth divided by compounded GAP 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…
10y analysis · Full analysis span regression · 6 months rolling