+52.3%
ROST vs AVTR
+16.8%
+35.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | +0.9% | +2.7% | -1.7% | +0.7% |
| 30D | -8.9% | +12.1% | -20.9% | -9.7% |
| 3M | -0.8% | +57.2% | -58.1% | -4.8% |
| 6M | +8.5% | +73.1% | -64.6% | +2.5% |
| YTD | +28.6% | +30.6% | -2.0% | +25.0% |
| 1Y | +52.3% | +13.5% | +38.8% | +48.0% |
| All | +52.3% | +16.8% | +35.6% | +48.0% |
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