+77.2%
AXON vs AVTR
-60.1%
+137.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.2% | -20.4% | -18.7% |
| 7D | -26.8% | -3.6% | -23.2% | -26.2% |
| 30D | -22.9% | +0.8% | -23.7% | -23.1% |
| 3M | -40.1% | +17.4% | -57.5% | -42.3% |
| 6M | -18.9% | +83.5% | -102.4% | -30.2% |
| YTD | -44.9% | +35.0% | -79.9% | -49.3% |
| 1Y | -46.7% | +36.7% | -83.4% | -51.2% |
| 3Y | +44.3% | -15.3% | +59.7% | +35.5% |
| All | +77.2% | -60.1% | +137.3% | +158.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling