+32.0%
RCL vs AVTR
+37.4%
-5.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.4% | +6.0% | +6.3% |
| 7D | +11.7% | -6.2% | +17.9% | +13.8% |
| 30D | +21.1% | -1.0% | +22.1% | +21.1% |
| 3M | +2.9% | +14.4% | -11.5% | -2.1% |
| 6M | +29.8% | +95.9% | -66.0% | -1.9% |
| YTD | +21.4% | +36.6% | -15.1% | +4.4% |
| 1Y | +32.0% | +35.1% | -3.1% | +13.9% |
| All | +32.0% | +37.4% | -5.4% | +13.9% |
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