-85.6%
OPEN vs AVTR
+36.8%
-122.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.8% | -9.3% |
| 7D | -31.0% | +3.2% | -34.2% | -31.8% |
| 30D | -41.5% | +0.5% | -41.9% | -41.6% |
| 3M | -64.6% | +12.1% | -76.7% | -66.3% |
| 6M | -73.8% | +91.2% | -165.0% | -81.3% |
| YTD | -78.8% | +36.3% | -115.1% | -82.0% |
| All | -85.6% | +36.8% | -122.4% | -87.7% |
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