+35.1%
AVTR vs TAP
+4.4%
+30.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.1% |
| 7D | -6.2% | +9.9% | -16.2% | -7.4% |
| 30D | -1.0% | +18.1% | -19.1% | -3.5% |
| 3M | +14.4% | +3.2% | +11.2% | +14.2% |
| 6M | +95.9% | +8.4% | +87.4% | +93.8% |
| YTD | +36.6% | -4.4% | +41.0% | +33.7% |
| 1Y | +35.1% | +3.2% | +31.9% | +25.4% |
| All | +35.1% | +4.4% | +30.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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