+5.2%
AVTR vs RBA
+179.9%
-174.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.8% |
| 7D | +7.4% | -1.1% | +8.4% | +7.9% |
| 30D | +12.2% | -13.2% | +25.4% | +19.3% |
| 3M | +57.4% | -21.4% | +78.7% | +73.5% |
| 6M | +86.7% | -20.9% | +107.5% | +104.8% |
| YTD | +33.1% | -19.9% | +52.9% | +45.3% |
| 1Y | +16.1% | -28.7% | +44.8% | +33.7% |
| 3Y | -24.6% | +27.4% | -52.0% | -34.5% |
| 5Y | -63.5% | +41.7% | -105.2% | -71.8% |
| All | +5.2% | +179.9% | -174.7% | -57.4% |
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