-28.9%
AVTR vs RACE
+36.9%
-65.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.9% |
| 7D | +2.7% | -2.5% | +5.2% | +3.5% |
| 30D | +12.1% | +0.8% | +11.3% | +11.8% |
| 3M | +57.2% | +17.2% | +40.1% | +49.8% |
| 6M | +73.1% | +13.6% | +59.5% | +65.7% |
| YTD | +30.6% | +12.2% | +18.4% | +24.8% |
| 1Y | +13.5% | -16.3% | +29.8% | +17.8% |
| All | -28.9% | +36.9% | -65.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling