+32.8%
AVTR vs CLBK
+63.8%
-31.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.5% | +0.9% | -0.4% | +0.2% |
| 30D | -1.0% | +3.4% | -4.4% | -1.9% |
| 3M | +12.2% | -4.3% | +16.5% | +13.6% |
| 6M | +97.5% | +28.4% | +69.1% | +79.2% |
| YTD | +35.6% | +59.4% | -23.8% | +14.3% |
| 1Y | +32.8% | +64.8% | -32.0% | +6.2% |
| All | +32.8% | +63.8% | -31.0% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling