+7.7%
AVTR vs RBA
+222.2%
-214.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | +3.2% | -0.5% | +3.7% | +3.4% |
| 30D | +0.5% | +6.8% | -6.4% | -2.8% |
| 3M | +12.1% | +9.5% | +2.7% | +7.1% |
| 6M | +91.2% | -8.2% | +99.4% | +96.0% |
| YTD | +36.3% | -7.7% | +44.0% | +39.1% |
| 1Y | +35.2% | -6.9% | +42.1% | +37.4% |
| 3Y | -15.8% | +61.6% | -77.5% | -34.3% |
| 5Y | -58.9% | +44.7% | -103.6% | -67.7% |
| All | +7.7% | +222.2% | -214.5% | -59.2% |
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