+9.7%
AVTR vs RBA
+227.4%
-217.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +1.8% |
| 7D | +1.9% | +2.5% | -0.6% | +0.8% |
| 30D | +1.5% | +11.6% | -10.0% | -3.6% |
| 3M | +17.1% | +1.5% | +15.6% | +15.5% |
| 6M | +91.5% | -6.6% | +98.1% | +94.7% |
| YTD | +38.8% | -6.3% | +45.1% | +40.7% |
| 1Y | +37.7% | -4.0% | +41.7% | +38.0% |
| 3Y | -13.5% | +47.3% | -60.8% | -29.7% |
| 5Y | -59.3% | +47.7% | -107.0% | -68.3% |
| All | +9.7% | +227.4% | -217.7% | -58.8% |
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