-9.7%
RKT vs AVTR
-64.4%
+54.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.3% | -1.8% |
| 7D | -1.0% | +1.6% | -2.5% | -1.6% |
| 30D | -2.4% | +8.4% | -10.8% | -5.5% |
| 3M | +1.9% | +50.2% | -48.3% | -14.4% |
| 6M | -13.9% | +82.6% | -96.4% | -33.4% |
| YTD | -30.6% | +29.8% | -60.5% | -38.8% |
| 1Y | -34.4% | +16.0% | -50.3% | -40.7% |
| 3Y | +38.2% | -26.4% | +64.6% | +43.5% |
| 5Y | -9.7% | -64.5% | +54.8% | +16.6% |
| All | -9.7% | -64.4% | +54.8% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling