+35.1%
AVTR vs RVTY
+74.0%
-38.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +2.0% |
| 7D | -6.2% | -3.6% | -2.7% | -4.2% |
| 30D | -1.0% | +1.4% | -2.4% | -2.3% |
| 3M | +14.4% | +43.2% | -28.8% | -11.8% |
| 6M | +95.9% | +84.5% | +11.4% | +26.4% |
| YTD | +36.6% | +65.2% | -28.6% | -5.8% |
| 1Y | +35.1% | +74.3% | -39.2% | -10.4% |
| All | +35.1% | +74.0% | -38.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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