-64.4%
AVTR vs RACE
+93.6%
-157.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.7% |
| 7D | +2.7% | -2.5% | +5.2% | +3.7% |
| 30D | +12.1% | +0.8% | +11.3% | +11.7% |
| 3M | +57.2% | +17.2% | +40.1% | +47.6% |
| 6M | +73.1% | +13.6% | +59.5% | +63.9% |
| YTD | +30.6% | +12.2% | +18.4% | +23.3% |
| 1Y | +13.5% | -16.3% | +29.8% | +19.8% |
| 3Y | -31.0% | +36.4% | -67.5% | -44.1% |
| All | -64.4% | +93.6% | -157.9% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling