+24.8%
KEY vs AVTR
+36.2%
-11.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +1.8% | +3.2% | -1.4% | +1.4% |
| 30D | +7.1% | +0.5% | +6.7% | +7.1% |
| 3M | -5.9% | +12.1% | -18.1% | -7.1% |
| 6M | +2.2% | +91.2% | -89.0% | -8.4% |
| YTD | +6.4% | +36.3% | -29.9% | +1.4% |
| 1Y | +24.8% | +35.2% | -10.5% | +19.0% |
| All | +24.8% | +36.2% | -11.4% | +19.0% |
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