-27.4%
AVTR vs RGEN
+2.2%
-29.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -1.1% | -1.4% | +0.4% | -0.5% |
| 30D | +6.3% | -0.3% | +6.6% | +6.3% |
| 3M | +53.3% | +23.9% | +29.4% | +38.5% |
| 6M | +78.6% | +38.5% | +40.1% | +53.3% |
| YTD | +29.2% | +0.8% | +28.4% | +26.4% |
| 1Y | +13.8% | +38.2% | -24.4% | -1.5% |
| 3Y | -27.4% | +1.3% | -28.7% | -31.9% |
| All | -27.4% | +2.2% | -29.6% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling