-59.6%
AVTR vs RRC
+134.0%
-193.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | +0.5% | +6.4% | -5.9% | -0.7% |
| 30D | -1.0% | +23.9% | -24.9% | -5.3% |
| 3M | +12.2% | +30.2% | -18.0% | +6.2% |
| 6M | +97.5% | +26.3% | +71.2% | +87.6% |
| YTD | +35.6% | +48.1% | -12.5% | +24.0% |
| 1Y | +32.8% | +37.7% | -4.9% | +23.0% |
| 3Y | -16.5% | +60.3% | -76.8% | -25.7% |
| All | -59.6% | +134.0% | -193.6% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling