+1,224.5%
AXTI vs AVTR
+0.6%
+1,223.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +5.1% | -1.1% | +6.1% | +5.5% |
| 30D | -17.5% | +6.3% | -23.8% | -19.3% |
| 3M | -26.7% | +53.3% | -80.0% | -38.7% |
| 6M | +36.8% | +78.6% | -41.9% | +6.4% |
| YTD | +296.1% | +29.2% | +266.9% | +245.1% |
| 1Y | +1,810.6% | +13.8% | +1,796.8% | +1,594.0% |
| 3Y | +2,587.6% | -27.4% | +2,615.0% | +2,655.2% |
| 5Y | +601.7% | -65.0% | +666.7% | +903.7% |
| All | +1,224.5% | +0.6% | +1,223.9% | +898.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling