-6.7%
AXP vs AVTR
+37.4%
-44.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | +4.6% | -6.2% | +10.8% | +6.0% |
| 30D | +9.7% | -1.0% | +10.7% | +9.8% |
| 3M | -3.8% | +14.4% | -18.2% | -6.8% |
| 6M | +4.8% | +95.9% | -91.1% | -14.0% |
| YTD | -9.1% | +36.6% | -45.6% | -17.8% |
| 1Y | -6.7% | +35.1% | -41.8% | -15.4% |
| All | -6.7% | +37.4% | -44.1% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling