-23.5%
RKT vs AVTR
+36.2%
-59.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.7% |
| 7D | -7.5% | +3.2% | -10.7% | -8.7% |
| 30D | +26.6% | +0.5% | +26.1% | +25.6% |
| 3M | -2.4% | +12.1% | -14.6% | -8.5% |
| 6M | -7.4% | +91.2% | -98.6% | -36.8% |
| YTD | -29.2% | +36.3% | -65.5% | -42.5% |
| 1Y | -23.5% | +35.2% | -58.8% | -37.7% |
| All | -23.5% | +36.2% | -59.7% | -37.7% |
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