+7.4%
AVTR vs RBA
+228.7%
-221.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -0.1% | +3.2% | -3.3% | -1.5% |
| 30D | -0.6% | +12.0% | -12.6% | -5.8% |
| 3M | +13.4% | +2.9% | +10.5% | +11.2% |
| 6M | +87.4% | -6.3% | +93.6% | +90.2% |
| YTD | +35.9% | -5.9% | +41.8% | +37.4% |
| 1Y | +35.4% | -3.9% | +39.3% | +35.6% |
| 3Y | -16.1% | +64.9% | -81.0% | -35.1% |
| 5Y | -59.4% | +48.5% | -107.8% | -68.4% |
| All | +7.4% | +228.7% | -221.3% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling