+2.6%
AVTR vs RGEN
+136.7%
-134.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.0% | -2.9% | +0.9% | -0.8% |
| 30D | +8.1% | -0.1% | +8.1% | +8.0% |
| 3M | +54.2% | +25.9% | +28.3% | +38.6% |
| 6M | +82.6% | +35.2% | +47.4% | +58.7% |
| YTD | +29.8% | +0.5% | +29.3% | +27.4% |
| 1Y | +18.0% | +37.0% | -19.0% | +2.3% |
| 3Y | -26.4% | +2.0% | -28.5% | -32.9% |
| 5Y | -64.8% | -44.2% | -20.7% | -62.0% |
| All | +2.6% | +136.7% | -134.1% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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