-23.3%
ONON vs AVTR
-64.6%
+41.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.3% | -2.0% | -3.3% | -4.7% |
| 30D | -13.1% | +8.1% | -21.2% | -15.6% |
| 3M | -29.3% | +54.2% | -83.5% | -40.4% |
| 6M | -34.5% | +82.6% | -117.1% | -48.6% |
| YTD | -42.2% | +29.8% | -72.1% | -48.8% |
| 1Y | -37.3% | +18.0% | -55.3% | -43.9% |
| 3Y | -9.3% | -26.4% | +17.2% | -7.0% |
| All | -23.3% | -64.6% | +41.4% | +24.1% |
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