-2.8%
BLK vs AVTR
+16.7%
-19.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -3.3% | -1.1% | -2.2% | -3.2% |
| 30D | -6.5% | +6.3% | -12.8% | -7.0% |
| 3M | +6.7% | +53.3% | -46.6% | +1.9% |
| 6M | +14.7% | +78.6% | -63.9% | +7.3% |
| YTD | +2.5% | +29.2% | -26.7% | -2.3% |
| 1Y | -2.8% | +13.8% | -16.6% | -5.5% |
| All | -2.8% | +16.7% | -19.5% | -5.5% |
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