-3.3%
ONDS vs AVTR
-64.4%
+61.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.0% | -2.0% | -2.9% | -4.0% |
| 30D | -25.6% | +8.1% | -33.6% | -28.4% |
| 3M | -22.1% | +54.2% | -76.3% | -40.4% |
| 6M | -27.6% | +82.6% | -110.1% | -49.6% |
| YTD | -25.7% | +29.8% | -55.6% | -38.1% |
| 1Y | +30.4% | +18.0% | +12.4% | +8.6% |
| 3Y | +695.0% | -26.4% | +721.4% | +705.8% |
| All | -3.3% | -64.4% | +61.1% | +48.4% |
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