+2.1%
AVTR vs RRX
+142.6%
-140.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.8% |
| 7D | -1.1% | -0.3% | -0.7% | -1.0% |
| 30D | +6.3% | -6.1% | +12.5% | +8.5% |
| 3M | +53.3% | -23.1% | +76.4% | +64.2% |
| 6M | +78.6% | -19.5% | +98.2% | +85.1% |
| YTD | +29.2% | +16.1% | +13.2% | +14.2% |
| 1Y | +13.8% | +12.9% | +0.9% | +0.8% |
| 3Y | -27.4% | +7.9% | -35.4% | -37.6% |
| 5Y | -65.0% | +19.1% | -84.1% | -72.4% |
| All | +2.1% | +142.6% | -140.4% | -48.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling