-31.1%
ORCL vs AVTR
+15.8%
-46.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.0% |
| 7D | +15.0% | +7.4% | +7.6% | +13.6% |
| 30D | +10.5% | +12.2% | -1.7% | +8.6% |
| 3M | -23.0% | +57.4% | -80.4% | -29.6% |
| 6M | +7.0% | +86.7% | -79.7% | -5.6% |
| YTD | -15.8% | +33.1% | -48.9% | -23.1% |
| 1Y | -31.1% | +16.1% | -47.2% | -35.2% |
| All | -31.1% | +15.8% | -46.9% | -35.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling