-33.1%
ROL vs AVTR
+36.8%
-69.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -1.7% | +3.2% | -4.9% | -1.6% |
| 30D | +18.5% | +0.5% | +18.1% | +18.5% |
| 3M | +4.3% | +12.1% | -7.8% | +4.3% |
| 6M | -27.7% | +91.2% | -118.9% | -29.1% |
| YTD | -35.8% | +36.3% | -72.1% | -35.1% |
| All | -33.1% | +36.8% | -69.9% | -32.3% |
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 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