+2.6%
AVTR vs RSG
+192.2%
-189.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.6% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | +8.4% | +3.7% | +4.7% | +6.1% |
| 3M | +50.2% | +6.2% | +44.0% | +44.6% |
| 6M | +82.6% | -2.8% | +85.4% | +84.1% |
| YTD | +29.8% | +5.9% | +24.0% | +23.8% |
| 1Y | +16.0% | -1.8% | +17.7% | +16.1% |
| 3Y | -26.4% | +57.5% | -83.9% | -48.0% |
| 5Y | -64.5% | +91.1% | -155.5% | -78.6% |
| All | +2.6% | +192.2% | -189.6% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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