-27.1%
AVTR vs RUN
-37.3%
+10.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.1% | -2.0% |
| 7D | +1.6% | -1.8% | +3.4% | +1.7% |
| 30D | +8.4% | -10.8% | +19.2% | +9.4% |
| 3M | +50.2% | -30.2% | +80.3% | +54.2% |
| 6M | +82.6% | -22.3% | +104.9% | +84.9% |
| YTD | +29.8% | -52.2% | +82.0% | +35.8% |
| 1Y | +16.0% | -45.1% | +61.1% | +19.0% |
| All | -27.1% | -37.3% | +10.2% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling