-10.6%
BA vs AVTR
+37.4%
-48.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.1% |
| 7D | +5.9% | -6.2% | +12.1% | +6.6% |
| 30D | -8.2% | -1.0% | -7.1% | -8.0% |
| 3M | -25.4% | +14.4% | -39.8% | -26.3% |
| 6M | -20.0% | +95.9% | -115.9% | -27.3% |
| YTD | -18.5% | +36.6% | -55.0% | -23.0% |
| 1Y | -10.6% | +35.1% | -45.8% | -15.2% |
| All | -10.6% | +37.4% | -48.0% | -15.2% |
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