-27.1%
AVTR vs TROW
+12.7%
-39.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.0% | -3.0% | +1.0% | -0.4% |
| 30D | +8.1% | -5.5% | +13.5% | +11.5% |
| 3M | +54.2% | +2.3% | +51.9% | +50.7% |
| 6M | +82.6% | +23.9% | +58.7% | +59.5% |
| YTD | +29.8% | +7.9% | +21.9% | +22.3% |
| 1Y | +18.0% | +6.1% | +11.9% | +11.9% |
| All | -27.1% | +12.7% | -39.7% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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