-65.0%
AVTR vs MKTX
-60.5%
-4.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.1% | -0.2% | -0.8% | -1.0% |
| 30D | +6.3% | +0.7% | +5.6% | +6.2% |
| 3M | +53.3% | +40.8% | +12.5% | +42.2% |
| 6M | +78.6% | -8.0% | +86.6% | +82.0% |
| YTD | +29.2% | -8.7% | +38.0% | +31.7% |
| 1Y | +13.8% | -11.8% | +25.7% | +16.8% |
| 3Y | -27.4% | -24.0% | -3.4% | -25.8% |
| All | -65.0% | -60.5% | -4.5% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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