-24.6%
AVTR vs RRC
+32.7%
-57.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +1.9% |
| 7D | +7.4% | -1.2% | +8.6% | +7.7% |
| 30D | +12.2% | +9.4% | +2.8% | +10.0% |
| 3M | +57.4% | +7.4% | +50.0% | +54.8% |
| 6M | +86.7% | +1.5% | +85.2% | +84.6% |
| YTD | +33.1% | +19.4% | +13.7% | +26.0% |
| 1Y | +16.1% | +24.2% | -8.1% | +9.1% |
| 3Y | -24.6% | +32.8% | -57.4% | -29.9% |
| All | -24.6% | +32.7% | -57.4% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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