+7.7%
AVTR vs RRC
+491.5%
-483.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +3.2% | +2.5% | +0.6% | +2.8% |
| 30D | +0.5% | +21.1% | -20.7% | -2.1% |
| 3M | +12.1% | +28.4% | -16.2% | +8.5% |
| 6M | +91.2% | +26.5% | +64.7% | +85.1% |
| YTD | +36.3% | +47.0% | -10.7% | +29.1% |
| 1Y | +35.2% | +35.2% | 0.0% | +29.3% |
| 3Y | -15.8% | +61.0% | -76.8% | -21.6% |
| 5Y | -58.9% | +133.6% | -192.5% | -63.8% |
| All | +7.7% | +491.5% | -483.7% | -29.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling