+35.2%
AVTR vs IRE
-97.7%
+132.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -13.5% | +12.8% | -0.7% |
| 7D | +3.2% | +11.1% | -7.9% | +3.2% |
| 30D | +0.5% | -75.2% | +75.6% | -0.3% |
| 3M | +12.1% | -86.4% | +98.5% | +10.8% |
| 6M | +91.2% | -94.8% | +186.0% | +93.3% |
| YTD | +36.3% | -93.3% | +129.6% | +36.4% |
| 1Y | +35.2% | -97.5% | +132.7% | +30.9% |
| All | +35.2% | -97.7% | +132.9% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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