Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OKLO vs AVTR✓SelectedUSD · AVTROKLO vs AVTR performance historyLatest closeAs of-6.32%09/10
Stock and ETF performance explorer

OKLO vs AVTR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+305.3%
AVTR return
-64.7%
Excess return
+370.0%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioAVTRExcessAlpha
1D-6.3%0.0%-6.3%-6.3%
7D+0.1%-2.0%+2.1%+0.3%
30D-15.2%+8.1%-23.2%-15.9%
3M-26.2%+54.2%-80.4%-30.5%
6M-35.0%+82.6%-117.6%-40.2%
YTD-44.4%+29.8%-74.3%-47.0%
1Y-45.9%+18.0%-63.9%-48.7%
3Y+284.9%-26.4%+311.4%+274.2%
5Y+305.3%-64.8%+370.1%+299.3%
All+305.3%-64.7%+370.0%+299.3%

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 5y: 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…

5y analysis · Full analysis span regression · 6 months rolling