+118.0%
NOK vs AVTR
+16.8%
+101.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +2.7% |
| 7D | -1.8% | +2.7% | -4.4% | -1.8% |
| 30D | +4.7% | +12.1% | -7.4% | +4.7% |
| 3M | -39.7% | +57.2% | -96.9% | -40.9% |
| 6M | +23.1% | +73.1% | -50.0% | +19.8% |
| YTD | +55.0% | +30.6% | +24.4% | +55.1% |
| 1Y | +118.0% | +13.5% | +104.5% | +126.1% |
| All | +118.0% | +16.8% | +101.3% | +126.1% |
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