+216.3%
BKR vs AVTR
+0.6%
+215.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -7.0% | -1.1% | -5.9% | -6.8% |
| 30D | -8.1% | +6.3% | -14.4% | -9.6% |
| 3M | -6.6% | +53.3% | -59.9% | -17.1% |
| 6M | +0.9% | +78.6% | -77.8% | -14.5% |
| YTD | +31.1% | +29.2% | +1.9% | +20.4% |
| 1Y | +27.7% | +13.8% | +13.9% | +18.8% |
| 3Y | +71.2% | -27.4% | +98.7% | +75.0% |
| 5Y | +177.6% | -65.0% | +242.6% | +248.3% |
| All | +216.3% | +0.6% | +215.7% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling