-0.3%
FXI vs AVTR
+1.1%
-1.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.8% | -2.0% | -0.8% | -2.5% |
| 30D | -3.7% | +8.1% | -11.7% | -5.1% |
| 3M | -0.4% | +54.2% | -54.6% | -8.4% |
| 6M | -5.4% | +82.6% | -88.0% | -16.1% |
| YTD | -9.6% | +29.8% | -39.5% | -14.9% |
| 1Y | -11.9% | +18.0% | -29.9% | -16.7% |
| 3Y | +37.8% | -26.4% | +64.3% | +39.4% |
| 5Y | -7.0% | -64.8% | +57.8% | +9.1% |
| All | -0.3% | +1.1% | -1.4% | -8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling