+43.4%
RKT vs AVTR
-24.8%
+68.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.6% | -2.5% |
| 7D | +6.0% | +7.4% | -1.4% | +3.3% |
| 30D | +0.7% | +12.2% | -11.6% | -3.4% |
| 3M | +11.8% | +57.4% | -45.6% | -6.0% |
| 6M | -7.6% | +86.7% | -94.3% | -27.3% |
| YTD | -28.7% | +33.1% | -61.7% | -37.1% |
| 1Y | -32.6% | +16.1% | -48.7% | -38.8% |
| All | +43.4% | -24.8% | +68.2% | +40.2% |
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 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