+16.0%
AVTR vs RBA
-29.1%
+45.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.1% |
| 7D | +1.6% | -1.9% | +3.5% | +2.5% |
| 30D | +8.4% | -13.0% | +21.3% | +15.8% |
| 3M | +50.2% | -23.1% | +73.3% | +68.2% |
| 6M | +82.6% | -22.6% | +105.2% | +103.2% |
| YTD | +29.8% | -20.4% | +50.2% | +43.0% |
| 1Y | +16.0% | -29.6% | +45.6% | +44.9% |
| All | +16.0% | -29.1% | +45.1% | +44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling