+32.1%
RTX vs AVTR
+13.4%
+18.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.5% |
| 7D | -1.6% | +1.6% | -3.2% | -1.7% |
| 30D | -11.6% | +8.4% | -19.9% | -11.9% |
| 3M | +9.2% | +50.2% | -41.0% | +6.4% |
| 6M | -4.4% | +82.6% | -87.0% | -7.9% |
| YTD | +8.9% | +29.8% | -21.0% | +6.7% |
| 1Y | +32.1% | +16.0% | +16.1% | +30.4% |
| All | +32.1% | +13.4% | +18.7% | +30.4% |
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