+2,324.7%
STX vs AVTR
+1.7%
+2,323.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.6% |
| 7D | +2.4% | +2.7% | -0.3% | +1.8% |
| 30D | +1.4% | +12.1% | -10.7% | -1.0% |
| 3M | -8.2% | +57.2% | -65.5% | -17.0% |
| 6M | +127.0% | +73.1% | +54.0% | +100.5% |
| YTD | +209.1% | +30.6% | +178.5% | +187.9% |
| 1Y | +365.4% | +13.5% | +351.9% | +335.2% |
| 3Y | +1,135.4% | -31.0% | +1,166.4% | +1,170.1% |
| 5Y | +991.5% | -63.2% | +1,054.7% | +1,188.4% |
| All | +2,324.7% | +1.7% | +2,323.0% | +2,123.2% |
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