+36.7%
AVTR vs IRE
-98.3%
+135.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +39.6% | -37.4% | +2.3% |
| 7D | -3.6% | -27.2% | +23.6% | -3.8% |
| 30D | +0.8% | -75.1% | +75.9% | -0.2% |
| 3M | +17.4% | -77.9% | +95.2% | +16.4% |
| 6M | +83.5% | -94.6% | +178.1% | +85.8% |
| YTD | +35.0% | -91.5% | +126.5% | +35.3% |
| 1Y | +36.7% | -97.8% | +134.5% | +32.0% |
| All | +36.7% | -98.3% | +135.0% | +32.0% |
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