-66.9%
BAX vs AVTR
-63.6%
-3.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.6% | -4.2% |
| 7D | -2.4% | +7.4% | -9.8% | -4.3% |
| 30D | -9.7% | +12.2% | -21.9% | -12.5% |
| 3M | +29.3% | +57.4% | -28.1% | +13.7% |
| 6M | +40.7% | +86.7% | -46.0% | +17.8% |
| YTD | +30.3% | +33.1% | -2.8% | +18.4% |
| 1Y | +3.4% | +16.1% | -12.8% | -4.2% |
| 3Y | -32.0% | -24.6% | -7.4% | -32.3% |
| 5Y | -66.9% | -63.5% | -3.4% | -64.5% |
| All | -66.9% | -63.6% | -3.3% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling