+6.7%
AVTR vs RACE
+206.7%
-200.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.9% |
| 7D | -3.6% | +5.1% | -8.7% | -6.0% |
| 30D | +0.8% | +7.7% | -6.9% | -2.9% |
| 3M | +17.4% | +2.2% | +15.2% | +15.8% |
| 6M | +83.5% | +23.8% | +59.8% | +64.3% |
| YTD | +35.0% | +13.9% | +21.1% | +24.1% |
| 1Y | +36.7% | +3.8% | +32.9% | +31.4% |
| 3Y | -15.3% | +28.0% | -43.4% | -32.0% |
| 5Y | -59.5% | +64.9% | -124.4% | -72.8% |
| All | +6.7% | +206.7% | -200.0% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling