-8.5%
BX vs AVTR
+37.4%
-45.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.9% | +6.2% |
| 7D | +8.3% | -6.2% | +14.5% | +10.0% |
| 30D | +13.5% | -1.0% | +14.6% | +13.6% |
| 3M | -7.6% | +14.4% | -22.0% | -11.0% |
| 6M | +4.0% | +95.9% | -91.8% | -16.6% |
| YTD | -15.2% | +36.6% | -51.7% | -26.3% |
| 1Y | -8.5% | +35.1% | -43.6% | -20.0% |
| All | -8.5% | +37.4% | -45.9% | -20.0% |
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