+7.8%
OMC vs AVTR
+17.0%
-9.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.2% | -2.0% | -4.2% | -6.0% |
| 30D | -7.6% | +8.1% | -15.6% | -8.3% |
| 3M | +7.4% | +54.2% | -46.8% | +1.5% |
| 6M | +0.1% | +82.6% | -82.4% | -7.9% |
| YTD | +0.4% | +29.8% | -29.4% | -3.6% |
| 1Y | +7.8% | +18.0% | -10.2% | +5.7% |
| All | +7.8% | +17.0% | -9.2% | +5.7% |
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