-1.5%
AVTR vs Q
+78.4%
-80.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.6% |
| 7D | +1.6% | +6.6% | -5.0% | +0.9% |
| 30D | +8.4% | -6.6% | +14.9% | +9.0% |
| 3M | +50.2% | -13.2% | +63.4% | +51.2% |
| 6M | +82.6% | +9.9% | +72.6% | +75.5% |
| YTD | +29.8% | +53.9% | -24.1% | +16.8% |
| All | -1.5% | +78.4% | -80.0% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling