+2.6%
AVTR vs CLBK
+62.1%
-59.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -2.0% | -1.4% | -0.7% | -1.6% |
| 30D | +8.1% | +4.5% | +3.5% | +6.4% |
| 3M | +54.2% | +22.8% | +31.4% | +43.3% |
| 6M | +82.6% | +43.4% | +39.1% | +60.7% |
| YTD | +29.8% | +64.1% | -34.3% | +8.9% |
| 1Y | +18.0% | +67.6% | -49.6% | -1.8% |
| 3Y | -26.4% | +53.3% | -79.7% | -38.6% |
| 5Y | -64.8% | +44.8% | -109.7% | -72.0% |
| All | +2.6% | +62.1% | -59.5% | -24.7% |
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