+88.7%
RIG vs AVTR
+16.8%
+71.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.9% |
| 7D | +0.9% | +2.7% | -1.8% | +0.9% |
| 30D | +13.8% | +12.1% | +1.8% | +14.1% |
| 3M | -6.4% | +57.2% | -63.6% | -5.6% |
| 6M | -8.2% | +73.1% | -81.2% | -7.2% |
| YTD | +41.6% | +30.6% | +11.0% | +42.6% |
| 1Y | +88.7% | +13.5% | +75.2% | +85.1% |
| All | +88.7% | +16.8% | +71.9% | +85.1% |
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