+35.1%
AVTR vs IAG
+56.5%
-21.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.2% | -9.8% | -0.6% |
| 7D | -6.2% | +1.1% | -7.3% | -6.4% |
| 30D | -1.0% | -5.3% | +4.2% | -0.6% |
| 3M | +14.4% | +18.0% | -3.6% | +12.6% |
| 6M | +95.9% | +7.1% | +88.8% | +94.4% |
| YTD | +36.6% | +5.9% | +30.6% | +35.2% |
| 1Y | +35.1% | +59.4% | -24.3% | +27.4% |
| All | +35.1% | +56.5% | -21.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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