+366.2%
STX vs AVTR
+13.4%
+352.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -2.4% |
| 7D | +9.6% | +1.6% | +8.0% | +9.8% |
| 30D | +10.6% | +8.4% | +2.2% | +12.0% |
| 3M | +4.8% | +50.2% | -45.4% | +10.6% |
| 6M | +137.3% | +82.6% | +54.7% | +155.9% |
| YTD | +222.5% | +29.8% | +192.6% | +226.9% |
| 1Y | +366.2% | +16.0% | +350.2% | +300.4% |
| All | +366.2% | +13.4% | +352.8% | +300.4% |
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