+35.1%
AVTR vs CASY
+32.1%
+3.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.5% |
| 7D | -6.2% | +0.8% | -7.0% | -6.2% |
| 30D | -1.0% | +9.4% | -10.4% | -0.4% |
| 3M | +14.4% | -20.6% | +35.0% | +11.8% |
| 6M | +95.9% | -20.7% | +116.6% | +95.0% |
| YTD | +36.6% | +22.5% | +14.1% | +34.2% |
| 1Y | +35.1% | +29.5% | +5.7% | +25.8% |
| All | +35.1% | +32.1% | +3.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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