+3.2%
AVTR vs LII
+56.1%
-52.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.9% |
| 7D | +2.7% | -0.7% | +3.4% | +3.0% |
| 30D | +12.1% | -12.6% | +24.7% | +18.1% |
| 3M | +57.2% | -24.4% | +81.7% | +70.9% |
| 6M | +73.1% | -28.7% | +101.8% | +91.5% |
| YTD | +30.6% | -19.1% | +49.8% | +35.3% |
| 1Y | +13.5% | -29.7% | +43.2% | +25.9% |
| 3Y | -31.0% | +4.8% | -35.8% | -37.4% |
| 5Y | -63.2% | +24.6% | -87.8% | -70.2% |
| All | +3.2% | +56.1% | -52.9% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling