-27.3%
BX vs AVTR
+16.7%
-44.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +2.9% | +2.6% |
| 7D | -5.6% | -1.1% | -4.5% | -5.4% |
| 30D | -12.2% | +6.3% | -18.5% | -13.2% |
| 3M | +7.4% | +53.3% | -45.9% | -1.9% |
| 6M | +22.2% | +78.6% | -56.5% | +7.9% |
| YTD | -14.0% | +29.2% | -43.2% | -21.5% |
| 1Y | -27.3% | +13.8% | -41.1% | -33.5% |
| All | -27.3% | +16.7% | -44.0% | -33.5% |
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