-2.7%
SMCI vs AVTR
+16.8%
-19.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +6.0% | +5.0% |
| 7D | +6.8% | +2.7% | +4.1% | +5.9% |
| 30D | +30.6% | +12.1% | +18.5% | +26.3% |
| 3M | -15.6% | +57.2% | -72.8% | -29.5% |
| 6M | +21.3% | +73.1% | -51.8% | -3.9% |
| YTD | +35.3% | +30.6% | +4.6% | +14.1% |
| 1Y | -2.7% | +13.5% | -16.2% | -20.4% |
| All | -2.7% | +16.8% | -19.5% | -20.4% |
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