+5.2%
AVTR vs SCCO
+756.7%
-751.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.1% | +0.4% |
| 7D | +7.4% | +3.4% | +3.9% | +6.3% |
| 30D | +12.2% | +6.6% | +5.6% | +9.9% |
| 3M | +57.4% | +24.5% | +32.9% | +46.1% |
| 6M | +86.7% | +16.5% | +70.2% | +75.1% |
| YTD | +33.1% | +52.1% | -19.0% | +12.2% |
| 1Y | +16.1% | +114.2% | -98.0% | -13.6% |
| 3Y | -24.6% | +207.4% | -232.0% | -52.9% |
| 5Y | -63.5% | +353.7% | -417.2% | -81.5% |
| All | +5.2% | +756.7% | -751.5% | -67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling