+0.5%
AZN vs AVTR
+16.8%
-16.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -1.1% |
| 7D | 0.0% | +2.7% | -2.7% | -0.2% |
| 30D | +0.7% | +12.1% | -11.3% | -0.3% |
| 3M | -10.5% | +57.2% | -67.8% | -14.1% |
| 6M | -19.3% | +73.1% | -92.3% | -23.5% |
| YTD | -10.6% | +30.6% | -41.2% | -12.7% |
| 1Y | +0.5% | +13.5% | -13.0% | -5.7% |
| All | +0.5% | +16.8% | -16.3% | -5.7% |
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