-10.9%
AXP vs AVTR
+37.2%
-48.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.4% |
| 7D | -1.1% | +1.9% | -3.0% | -1.5% |
| 30D | +5.2% | +1.5% | +3.7% | +4.8% |
| 3M | -4.6% | +17.1% | -21.6% | -8.0% |
| 6M | +3.2% | +91.5% | -88.2% | -14.5% |
| YTD | -11.3% | +38.8% | -50.2% | -20.1% |
| All | -10.9% | +37.2% | -48.0% | -19.6% |
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