+13.5%
AVTR vs RRX
+14.9%
-1.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +2.7% | +3.4% | -0.8% | +2.3% |
| 30D | +12.1% | -11.1% | +23.2% | +13.5% |
| 3M | +57.2% | -23.7% | +81.0% | +61.3% |
| 6M | +73.1% | -22.0% | +95.1% | +75.3% |
| YTD | +30.6% | +16.5% | +14.2% | +18.3% |
| 1Y | +13.5% | +11.5% | +2.0% | +4.0% |
| All | +13.5% | +14.9% | -1.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling