+3.2%
AVTR vs RGEN
+140.9%
-137.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.0% |
| 7D | +2.7% | -4.9% | +7.6% | +4.7% |
| 30D | +12.1% | +5.7% | +6.4% | +9.4% |
| 3M | +57.2% | +32.4% | +24.8% | +38.5% |
| 6M | +73.1% | +33.2% | +39.9% | +51.1% |
| YTD | +30.6% | +2.3% | +28.3% | +27.3% |
| 1Y | +13.5% | +39.0% | -25.5% | -2.2% |
| 3Y | -31.0% | -4.6% | -26.4% | -35.3% |
| 5Y | -63.2% | -42.7% | -20.6% | -60.6% |
| All | +3.2% | +140.9% | -137.6% | -32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling