+18.0%
AVTR vs RUN
-46.7%
+64.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.2% |
| 7D | -2.0% | -3.4% | +1.3% | -1.7% |
| 30D | +8.1% | -14.0% | +22.0% | +9.4% |
| 3M | +54.2% | -27.5% | +81.7% | +57.8% |
| 6M | +82.6% | -29.0% | +111.5% | +86.5% |
| YTD | +29.8% | -53.1% | +82.9% | +36.1% |
| 1Y | +18.0% | -46.7% | +64.7% | +18.1% |
| All | +18.0% | -46.7% | +64.7% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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