+23.9%
ONDS vs AVTR
-43.9%
+67.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.9% |
| 7D | +8.2% | +7.4% | +0.8% | +4.5% |
| 30D | -16.4% | +12.2% | -28.6% | -21.0% |
| 3M | -26.0% | +57.4% | -83.4% | -43.6% |
| 6M | -22.5% | +86.7% | -109.1% | -46.1% |
| YTD | -21.9% | +33.1% | -55.0% | -35.4% |
| 1Y | +25.7% | +16.1% | +9.6% | +6.7% |
| 3Y | +735.5% | -24.6% | +760.1% | +741.6% |
| 5Y | -0.1% | -63.5% | +63.4% | +49.2% |
| All | +23.9% | -43.9% | +67.8% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling