+212.8%
RDDT vs AVTR
-42.5%
+255.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.6% |
| 7D | +2.1% | -1.1% | +3.2% | +2.3% |
| 30D | +2.8% | +6.3% | -3.5% | +2.1% |
| 3M | -8.9% | +53.3% | -62.3% | -13.5% |
| 6M | +15.1% | +78.6% | -63.6% | +7.9% |
| YTD | -31.4% | +29.2% | -60.6% | -34.6% |
| 1Y | -39.4% | +13.8% | -53.3% | -42.0% |
| All | +212.8% | -42.5% | +255.3% | +147.3% |
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