-83.6%
OPEN vs AVTR
-63.6%
-20.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.6% |
| 7D | +1.0% | +7.4% | -6.4% | -3.2% |
| 30D | -11.9% | +12.2% | -24.1% | -17.6% |
| 3M | -28.8% | +57.4% | -86.1% | -47.3% |
| 6M | -38.6% | +86.7% | -125.3% | -59.4% |
| YTD | -47.3% | +33.1% | -80.4% | -57.2% |
| 1Y | -49.2% | +16.1% | -65.3% | -57.0% |
| 3Y | -18.8% | -24.6% | +5.8% | -12.4% |
| 5Y | -83.6% | -63.5% | -20.1% | -68.0% |
| All | -83.6% | -63.6% | -20.0% | -68.0% |
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