+7.2%
AVTR vs CLBK
+57.5%
-50.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +0.5% | +0.9% | -0.4% | +0.2% |
| 30D | -1.0% | +3.4% | -4.4% | -2.2% |
| 3M | +12.2% | -4.3% | +16.5% | +13.7% |
| 6M | +97.5% | +28.4% | +69.1% | +80.5% |
| YTD | +35.6% | +59.4% | -23.8% | +14.7% |
| 1Y | +32.8% | +64.8% | -32.0% | +11.0% |
| 3Y | -16.5% | +50.6% | -67.1% | -29.9% |
| 5Y | -59.1% | +28.3% | -87.4% | -65.4% |
| All | +7.2% | +57.5% | -50.3% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling