+175.0%
RTX vs AVTR
+8.1%
+166.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.7% | +3.1% |
| 7D | -3.2% | +1.9% | -5.1% | -3.5% |
| 30D | +5.6% | +1.5% | +4.0% | +5.2% |
| 3M | -11.7% | +17.1% | -28.8% | -14.5% |
| 6M | +12.3% | +91.5% | -79.1% | -1.8% |
| YTD | +8.2% | +38.8% | -30.6% | 0.0% |
| 1Y | +12.6% | +37.7% | -25.2% | +4.0% |
| 3Y | +152.8% | -13.5% | +166.3% | +145.9% |
| 5Y | +140.2% | -59.3% | +199.5% | +181.5% |
| All | +175.0% | +8.1% | +166.9% | +105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling