+9.7%
AVTR vs CASY
+444.5%
-434.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.7% |
| 7D | +1.9% | +3.6% | -1.7% | +1.2% |
| 30D | +1.5% | +7.2% | -5.7% | 0.0% |
| 3M | +17.1% | -16.9% | +34.0% | +21.1% |
| 6M | +91.5% | -19.3% | +110.8% | +97.8% |
| YTD | +38.8% | +25.6% | +13.2% | +27.1% |
| 1Y | +37.7% | +30.2% | +7.6% | +24.6% |
| 3Y | -13.5% | +154.9% | -168.4% | -37.2% |
| 5Y | -59.3% | +252.1% | -311.4% | -73.8% |
| All | +9.7% | +444.5% | -434.8% | -40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling