+193.9%
BLK vs AVTR
+0.6%
+193.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -3.3% | -1.1% | -2.2% | -3.0% |
| 30D | -6.5% | +6.3% | -12.8% | -8.3% |
| 3M | +6.7% | +53.3% | -46.6% | -6.9% |
| 6M | +14.7% | +78.6% | -63.9% | -5.1% |
| YTD | +2.5% | +29.2% | -26.7% | -7.0% |
| 1Y | -2.8% | +13.8% | -16.6% | -10.4% |
| 3Y | +65.9% | -27.4% | +93.3% | +70.2% |
| 5Y | +33.0% | -65.0% | +98.0% | +71.6% |
| All | +193.9% | +0.6% | +193.3% | +147.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling