-63.5%
AVTR vs CG
+9.5%
-73.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.0% | +2.7% |
| 7D | +7.4% | -1.3% | +8.7% | +7.9% |
| 30D | +12.2% | -3.2% | +15.4% | +13.3% |
| 3M | +57.4% | +6.2% | +51.2% | +52.7% |
| 6M | +86.7% | -4.7% | +91.3% | +88.4% |
| YTD | +33.1% | -20.6% | +53.7% | +43.7% |
| 1Y | +16.1% | -26.4% | +42.5% | +28.1% |
| 3Y | -24.6% | +55.4% | -80.0% | -39.6% |
| 5Y | -63.5% | +9.8% | -73.3% | -68.7% |
| All | -63.5% | +9.5% | -73.0% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling