-64.4%
AVTR vs CASY
+276.6%
-341.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +12.1% | -11.3% | +23.4% | +13.8% |
| 3M | +57.2% | -0.6% | +57.9% | +55.8% |
| 6M | +73.1% | +10.7% | +62.3% | +66.9% |
| YTD | +30.6% | +37.1% | -6.5% | +20.2% |
| 1Y | +13.5% | +52.3% | -38.8% | +1.6% |
| 3Y | -31.0% | +215.2% | -246.2% | -50.0% |
| All | -64.4% | +276.6% | -341.0% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling