+141.1%
BP vs AVTR
-64.4%
+205.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.0% |
| 7D | +4.0% | +1.6% | +2.4% | +3.8% |
| 30D | +7.8% | +8.4% | -0.5% | +7.1% |
| 3M | +8.4% | +50.2% | -41.8% | +4.9% |
| 6M | +15.1% | +82.6% | -67.5% | +9.3% |
| YTD | +36.4% | +29.8% | +6.6% | +33.5% |
| 1Y | +40.9% | +16.0% | +24.9% | +38.0% |
| 3Y | +38.8% | -26.4% | +65.3% | +40.6% |
| 5Y | +141.1% | -64.5% | +205.5% | +146.9% |
| All | +141.1% | -64.4% | +205.5% | +146.9% |
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 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