+6.7%
AVTR vs CASY
+441.0%
-434.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.2% |
| 7D | -3.6% | +1.1% | -4.7% | -3.8% |
| 30D | +0.8% | +8.7% | -7.9% | -1.0% |
| 3M | +17.4% | -17.3% | +34.7% | +21.5% |
| 6M | +83.5% | -19.7% | +103.2% | +89.8% |
| YTD | +35.0% | +24.8% | +10.2% | +23.7% |
| 1Y | +36.7% | +31.9% | +4.8% | +23.1% |
| 3Y | -15.3% | +155.4% | -170.7% | -38.6% |
| 5Y | -59.5% | +250.6% | -310.1% | -73.9% |
| All | +6.7% | +441.0% | -434.3% | -41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling