+39.4%
GOOGL vs AVTR
+17.0%
+22.4%
-21.0%
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 | -3.2% | +8.1% | -11.3% | -3.6% |
| 3M | -6.6% | +54.2% | -60.8% | -8.9% |
| 6M | +8.5% | +82.6% | -74.1% | +4.7% |
| YTD | +6.5% | +29.8% | -23.4% | +3.0% |
| 1Y | +39.4% | +18.0% | +21.4% | +30.7% |
| All | +39.4% | +17.0% | +22.4% | +30.7% |
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