-1.5%
AVTR vs Q
+75.4%
-76.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.2% |
| 7D | -2.0% | +4.1% | -6.1% | -2.5% |
| 30D | +8.1% | -10.7% | +18.8% | +9.2% |
| 3M | +54.2% | -11.7% | +65.9% | +54.5% |
| 6M | +82.6% | +8.3% | +74.2% | +75.7% |
| YTD | +29.8% | +51.3% | -21.5% | +17.0% |
| All | -1.5% | +75.4% | -76.9% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded Q 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling