-18.8%
OPEN vs AVTR
-25.8%
+7.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.3% |
| 7D | +1.0% | +7.4% | -6.4% | -2.0% |
| 30D | -11.9% | +12.2% | -24.1% | -16.0% |
| 3M | -28.8% | +57.4% | -86.1% | -42.7% |
| 6M | -38.6% | +86.7% | -125.3% | -54.4% |
| YTD | -47.3% | +33.1% | -80.4% | -54.7% |
| 1Y | -49.2% | +16.1% | -65.3% | -54.9% |
| 3Y | -18.8% | -24.6% | +5.8% | -12.3% |
| All | -18.8% | -25.8% | +7.0% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling