-16.6%
KMB vs AVTR
+15.8%
-32.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.0% |
| 7D | -2.7% | +7.4% | -10.1% | -3.0% |
| 30D | -5.0% | +12.2% | -17.2% | -5.5% |
| 3M | +6.6% | +57.4% | -50.8% | +4.5% |
| 6M | +1.0% | +86.7% | -85.7% | -1.8% |
| YTD | +6.0% | +33.1% | -27.1% | +4.1% |
| 1Y | -16.6% | +16.1% | -32.8% | -17.1% |
| All | -16.6% | +15.8% | -32.4% | -17.1% |
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