+35.2%
AVTR vs IRM
+16.9%
+18.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.9% |
| 7D | +3.2% | +8.6% | -5.4% | +2.2% |
| 30D | +0.5% | 0.0% | +0.5% | +0.4% |
| 3M | +12.1% | -7.1% | +19.3% | +12.7% |
| 6M | +91.2% | -7.9% | +99.1% | +91.6% |
| YTD | +36.3% | +41.3% | -5.0% | +20.5% |
| 1Y | +35.2% | +20.7% | +14.5% | +23.0% |
| All | +35.2% | +16.9% | +18.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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