-63.5%
AVTR vs TECH
-41.8%
-21.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +2.0% |
| 7D | +7.4% | +0.2% | +7.2% | +7.3% |
| 30D | +12.2% | +0.1% | +12.1% | +12.1% |
| 3M | +57.4% | +37.5% | +19.9% | +29.9% |
| 6M | +86.7% | +34.6% | +52.1% | +51.9% |
| YTD | +33.1% | +23.5% | +9.6% | +13.9% |
| 1Y | +16.1% | +34.4% | -18.2% | -4.7% |
| 3Y | -24.6% | +2.3% | -26.9% | -30.7% |
| 5Y | -63.5% | -41.7% | -21.8% | -54.6% |
| All | -63.5% | -41.8% | -21.7% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling