-27.1%
AVTR vs SCCO
+178.0%
-205.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.2% | +7.2% | +1.3% |
| 7D | -2.0% | -2.7% | +0.7% | -1.6% |
| 30D | +8.1% | -0.2% | +8.2% | +7.9% |
| 3M | +54.2% | +17.8% | +36.4% | +48.3% |
| 6M | +82.6% | +2.3% | +80.3% | +79.6% |
| YTD | +29.8% | +41.6% | -11.8% | +16.8% |
| 1Y | +18.0% | +101.9% | -83.9% | -3.8% |
| All | -27.1% | +178.0% | -205.1% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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