-14.7%
JBLU vs AVTR
-27.0%
+12.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -5.0% | -1.1% | -3.9% | -4.6% |
| 30D | -23.9% | +6.3% | -30.2% | -25.5% |
| 3M | -11.6% | +53.3% | -65.0% | -24.8% |
| 6M | -0.2% | +78.6% | -78.9% | -20.0% |
| YTD | -3.3% | +29.2% | -32.5% | -13.5% |
| 1Y | -15.4% | +13.8% | -29.2% | -23.3% |
| 3Y | -14.7% | -27.4% | +12.7% | -15.2% |
| All | -14.7% | -27.0% | +12.2% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling