-26.9%
INFY vs AVTR
+16.8%
-43.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.0% |
| 7D | -2.9% | +2.7% | -5.6% | -3.4% |
| 30D | -6.2% | +12.1% | -18.3% | -8.2% |
| 3M | -4.9% | +57.2% | -62.2% | -12.5% |
| 6M | -16.6% | +73.1% | -89.7% | -25.0% |
| YTD | -32.9% | +30.6% | -63.6% | -37.7% |
| 1Y | -26.9% | +13.5% | -40.4% | -32.1% |
| All | -26.9% | +16.8% | -43.6% | -32.1% |
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