+2,584.6%
AXTI vs AVTR
-26.6%
+2,611.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | +15.1% | -2.0% | +17.2% | +15.4% |
| 30D | -12.3% | +8.1% | -20.4% | -13.0% |
| 3M | -24.1% | +54.2% | -78.3% | -29.9% |
| 6M | +46.0% | +82.6% | -36.5% | +29.5% |
| YTD | +295.7% | +29.8% | +265.9% | +276.1% |
| 1Y | +1,825.6% | +18.0% | +1,807.6% | +1,722.5% |
| All | +2,584.6% | -26.6% | +2,611.3% | +2,764.6% |
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 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