+88.7%
KEY vs AVTR
+1.7%
+87.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.2% | +2.7% | -0.5% | +1.3% |
| 30D | -3.0% | +12.1% | -15.1% | -6.9% |
| 3M | +3.3% | +57.2% | -53.9% | -13.5% |
| 6M | +9.2% | +73.1% | -63.9% | -12.4% |
| YTD | +10.6% | +30.6% | -20.0% | -2.2% |
| 1Y | +20.4% | +13.5% | +6.9% | +8.8% |
| 3Y | +121.8% | -31.0% | +152.9% | +134.6% |
| 5Y | +41.1% | -63.2% | +104.4% | +89.0% |
| All | +88.7% | +1.7% | +87.0% | +29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling