+3.2%
AVTR vs RBA
+185.6%
-182.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.6% |
| 7D | +2.7% | -2.9% | +5.6% | +4.1% |
| 30D | +12.1% | -12.3% | +24.3% | +18.6% |
| 3M | +57.2% | -20.5% | +77.8% | +72.7% |
| 6M | +73.1% | -18.5% | +91.6% | +87.5% |
| YTD | +30.6% | -18.2% | +48.9% | +41.4% |
| 1Y | +13.5% | -27.5% | +41.0% | +29.7% |
| 3Y | -31.0% | +38.1% | -69.1% | -42.3% |
| 5Y | -63.2% | +44.8% | -108.0% | -71.9% |
| All | +3.2% | +185.6% | -182.3% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling