+18.0%
AVTR vs CG
-30.6%
+48.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.8% |
| 7D | -2.0% | -9.8% | +7.8% | +1.5% |
| 30D | +8.1% | -10.3% | +18.4% | +12.1% |
| 3M | +54.2% | -1.7% | +55.9% | +53.3% |
| 6M | +82.6% | -9.8% | +92.4% | +88.2% |
| YTD | +29.8% | -25.6% | +55.4% | +44.6% |
| 1Y | +18.0% | -32.5% | +50.5% | +33.3% |
| All | +18.0% | -30.6% | +48.6% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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