-15.3%
AVTR vs RBA
+42.3%
-57.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.6% |
| 7D | -3.6% | +4.3% | -7.9% | -5.1% |
| 30D | +0.8% | +16.3% | -15.5% | -4.9% |
| 3M | +17.4% | +1.3% | +16.1% | +16.4% |
| 6M | +83.5% | -11.1% | +94.6% | +89.9% |
| YTD | +35.0% | -8.5% | +43.5% | +38.8% |
| 1Y | +36.7% | -2.1% | +38.8% | +37.3% |
| 3Y | -15.3% | +44.6% | -59.9% | -18.8% |
| All | -15.3% | +42.3% | -57.6% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling