+1,322.5%
AXTI vs AVTR
+3.6%
+1,318.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.9% | +11.0% | +12.2% |
| 7D | +24.0% | +7.4% | +16.6% | +21.1% |
| 30D | -21.5% | +12.2% | -33.7% | -24.6% |
| 3M | -23.4% | +57.4% | -80.8% | -36.6% |
| 6M | +114.9% | +86.7% | +28.2% | +64.6% |
| YTD | +325.4% | +33.1% | +292.4% | +267.1% |
| 1Y | +2,136.7% | +16.1% | +2,120.5% | +1,870.7% |
| 3Y | +2,835.0% | -24.6% | +2,859.6% | +2,867.8% |
| 5Y | +652.8% | -63.5% | +716.3% | +958.5% |
| All | +1,322.5% | +3.6% | +1,318.9% | +962.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling