+1,144.9%
STX vs AVTR
-63.6%
+1,208.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.9% | +4.6% | +6.2% |
| 7D | +10.7% | +7.4% | +3.3% | +9.4% |
| 30D | +11.3% | +12.2% | -0.9% | +9.0% |
| 3M | +3.2% | +57.4% | -54.2% | -6.0% |
| 6M | +157.0% | +86.7% | +70.3% | +125.2% |
| YTD | +229.2% | +33.1% | +196.1% | +207.4% |
| 1Y | +381.8% | +16.1% | +365.7% | +348.3% |
| 3Y | +1,383.2% | -24.6% | +1,407.8% | +1,395.6% |
| 5Y | +1,144.9% | -63.5% | +1,208.4% | +1,483.9% |
| All | +1,144.9% | -63.6% | +1,208.5% | +1,483.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling