+23.7%
JBL vs AVTR
+37.4%
-13.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.2% | -4.8% |
| 7D | -11.1% | -6.2% | -4.9% | -11.1% |
| 30D | -14.1% | -1.0% | -13.1% | -14.0% |
| 3M | -23.9% | +14.4% | -38.3% | -23.9% |
| 6M | -24.1% | +95.9% | -120.0% | -28.9% |
| YTD | +13.5% | +36.6% | -23.1% | +8.0% |
| 1Y | +23.7% | +35.1% | -11.4% | +18.0% |
| All | +23.7% | +37.4% | -13.7% | +18.0% |
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