-63.5%
AVTR vs RGEN
-42.7%
-20.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | +7.4% | -0.9% | +8.3% | +7.8% |
| 30D | +12.2% | +2.8% | +9.4% | +10.8% |
| 3M | +57.4% | +34.5% | +22.9% | +37.5% |
| 6M | +86.7% | +40.5% | +46.2% | +59.3% |
| YTD | +33.1% | +2.8% | +30.2% | +29.3% |
| 1Y | +16.1% | +39.6% | -23.5% | -0.1% |
| 3Y | -24.6% | +4.4% | -29.0% | -31.8% |
| 5Y | -63.5% | -42.8% | -20.7% | -62.1% |
| All | -63.5% | -42.7% | -20.8% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling