+21.3%
NOK vs AVTR
+37.4%
-16.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.6% |
| 7D | -10.4% | -6.2% | -4.2% | -10.9% |
| 30D | -19.0% | -1.0% | -18.0% | -19.0% |
| 3M | -16.7% | +14.4% | -31.1% | -15.4% |
| 6M | -37.1% | +95.9% | -133.0% | -34.7% |
| YTD | +27.7% | +36.6% | -8.9% | +30.4% |
| 1Y | +21.3% | +35.1% | -13.9% | +23.8% |
| All | +21.3% | +37.4% | -16.1% | +23.8% |
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 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