+143.0%
AXON vs AVTR
-31.1%
+174.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.7% | -4.0% |
| 7D | -14.2% | +2.7% | -16.8% | -14.5% |
| 30D | -15.4% | +12.1% | -27.4% | -16.7% |
| 3M | +0.5% | +57.2% | -56.8% | -6.2% |
| 6M | -9.5% | +73.1% | -82.6% | -16.8% |
| YTD | -9.2% | +30.6% | -39.8% | -13.8% |
| 1Y | -29.4% | +13.5% | -42.9% | -32.6% |
| All | +143.0% | -31.1% | +174.1% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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