-2.8%
FXI vs AVTR
+6.1%
-9.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -4.2% | +3.2% | -7.3% | -4.7% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | -5.0% | +12.1% | -17.1% | -7.1% |
| 6M | -9.6% | +91.2% | -100.8% | -20.5% |
| YTD | -11.9% | +36.3% | -48.2% | -17.9% |
| 1Y | -16.7% | +35.2% | -51.9% | -22.3% |
| 3Y | +40.6% | -15.8% | +56.5% | +38.2% |
| 5Y | -9.1% | -58.9% | +49.9% | +3.5% |
| All | -2.8% | +6.1% | -9.0% | -11.6% |
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