+173.2%
BKR vs AVTR
-64.4%
+237.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -6.7% | -2.0% | -4.6% | -6.4% |
| 30D | -8.3% | +8.1% | -16.4% | -9.5% |
| 3M | -5.4% | +54.2% | -59.6% | -12.1% |
| 6M | +0.8% | +82.6% | -81.8% | -9.2% |
| YTD | +31.8% | +29.8% | +2.0% | +25.4% |
| 1Y | +28.6% | +18.0% | +10.6% | +22.5% |
| 3Y | +71.2% | -26.4% | +97.7% | +74.7% |
| All | +173.2% | -64.4% | +237.6% | +174.2% |
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 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