-64.5%
AVTR vs IT
-45.7%
-18.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.9% |
| 7D | +1.6% | -9.1% | +10.7% | +4.6% |
| 30D | +8.4% | -12.2% | +20.5% | +12.6% |
| 3M | +50.2% | +7.8% | +42.3% | +43.7% |
| 6M | +82.6% | +2.0% | +80.6% | +76.6% |
| YTD | +29.8% | -32.7% | +62.6% | +46.1% |
| 1Y | +16.0% | -31.1% | +47.1% | +28.2% |
| 3Y | -26.4% | -52.1% | +25.6% | -7.3% |
| 5Y | -64.5% | -46.3% | -18.2% | -59.9% |
| All | -64.5% | -45.7% | -18.8% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 5y: compounded portfolio wealth divided by compounded IT 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…
5y analysis · Full analysis span regression · 6 months rolling