-65.0%
AVTR vs CGNX
-25.4%
-39.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.1% | -4.6% | -1.5% |
| 7D | -1.1% | +3.2% | -4.2% | -1.9% |
| 30D | +6.3% | +6.0% | +0.3% | +4.4% |
| 3M | +53.3% | +3.5% | +49.8% | +49.8% |
| 6M | +78.6% | +26.3% | +52.4% | +63.7% |
| YTD | +29.2% | +79.2% | -50.0% | +2.6% |
| 1Y | +13.8% | +43.8% | -30.0% | -2.9% |
| 3Y | -27.4% | +52.0% | -79.4% | -43.0% |
| All | -65.0% | -25.4% | -39.6% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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