+8.5%
AVTR vs RRC
+496.0%
-487.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.9% |
| 7D | +0.5% | -0.5% | +1.0% | +0.5% |
| 30D | +1.5% | +25.2% | -23.7% | -1.4% |
| 3M | +14.2% | +27.8% | -13.6% | +10.6% |
| 6M | +97.4% | +27.2% | +70.1% | +91.0% |
| YTD | +37.3% | +48.2% | -10.9% | +29.9% |
| 1Y | +36.8% | +34.7% | +2.1% | +30.8% |
| 3Y | -15.2% | +62.2% | -77.5% | -21.1% |
| 5Y | -59.2% | +130.9% | -190.1% | -64.0% |
| All | +8.5% | +496.0% | -487.6% | -28.5% |
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