-8.8%
SMCI vs AVTR
+16.7%
-25.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.7% | +7.4% |
| 7D | +1.3% | -1.1% | +2.4% | +1.6% |
| 30D | +6.6% | +6.3% | +0.3% | +4.6% |
| 3M | +25.4% | +53.3% | -27.9% | +4.5% |
| 6M | +26.1% | +78.6% | -52.5% | -1.5% |
| YTD | +37.0% | +29.2% | +7.8% | +15.6% |
| 1Y | -8.8% | +13.8% | -22.6% | -26.0% |
| All | -8.8% | +16.7% | -25.5% | -26.0% |
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