-11.9%
FXI vs AVTR
+17.0%
-28.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.8% | -2.0% | -0.8% | -2.7% |
| 30D | -3.7% | +8.1% | -11.7% | -4.0% |
| 3M | -0.4% | +54.2% | -54.6% | -2.0% |
| 6M | -5.4% | +82.6% | -88.0% | -7.8% |
| YTD | -9.6% | +29.8% | -39.5% | -10.8% |
| 1Y | -11.9% | +18.0% | -29.9% | -14.0% |
| All | -11.9% | +17.0% | -28.9% | -14.0% |
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