-24.6%
AVTR vs RVTY
+16.6%
-41.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +3.6% |
| 7D | +7.4% | +0.4% | +7.0% | +7.0% |
| 30D | +12.2% | +10.8% | +1.4% | +4.3% |
| 3M | +57.4% | +26.8% | +30.6% | +32.9% |
| 6M | +86.7% | +39.3% | +47.3% | +46.8% |
| YTD | +33.1% | +31.6% | +1.5% | +8.7% |
| 1Y | +16.1% | +47.7% | -31.5% | -11.7% |
| 3Y | -24.6% | +19.9% | -44.5% | -35.1% |
| All | -24.6% | +16.6% | -41.2% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling