-35.9%
BABA vs AVTR
+37.2%
-73.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.6% | -3.8% |
| 7D | +3.8% | +1.9% | +1.9% | +3.8% |
| 30D | -5.4% | +1.5% | -6.9% | -5.5% |
| 3M | -17.9% | +17.1% | -35.0% | -18.4% |
| 6M | -24.1% | +91.5% | -115.5% | -27.7% |
| YTD | -27.4% | +38.8% | -66.3% | -29.8% |
| All | -35.9% | +37.2% | -73.0% | -38.5% |
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