-32.9%
DOCN vs AVTR
-59.2%
+26.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.8% | +5.2% | +6.7% |
| 7D | -12.8% | +1.9% | -14.7% | -13.3% |
| 30D | -41.9% | +1.5% | -43.5% | -42.2% |
| 3M | -36.9% | +17.1% | -54.0% | -41.4% |
| 6M | -52.2% | +91.5% | -143.7% | -66.6% |
| YTD | +62.7% | +38.8% | +23.9% | +33.5% |
| 1Y | +58.2% | +37.7% | +20.5% | +29.5% |
| 3Y | +219.5% | -13.5% | +232.9% | +192.6% |
| 5Y | -32.9% | -59.3% | +26.4% | +50.3% |
| All | -32.9% | -59.2% | +26.3% | +50.3% |
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