-64.4%
AVTR vs LII
+25.3%
-89.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.9% |
| 7D | +2.7% | -0.7% | +3.4% | +2.9% |
| 30D | +12.1% | -12.6% | +24.7% | +17.4% |
| 3M | +57.2% | -24.4% | +81.7% | +69.0% |
| 6M | +73.1% | -28.7% | +101.8% | +89.5% |
| YTD | +30.6% | -19.1% | +49.8% | +34.1% |
| 1Y | +13.5% | -29.7% | +43.2% | +24.4% |
| 3Y | -31.0% | +4.8% | -35.8% | -36.3% |
| All | -64.4% | +25.3% | -89.7% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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