-24.6%
AVTR vs CLBK
+55.4%
-80.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.1% |
| 7D | +7.4% | +1.1% | +6.3% | +7.0% |
| 30D | +12.2% | +7.8% | +4.4% | +9.4% |
| 3M | +57.4% | +23.9% | +33.5% | +46.1% |
| 6M | +86.7% | +42.3% | +44.3% | +65.3% |
| YTD | +33.1% | +65.4% | -32.3% | +11.9% |
| 1Y | +16.1% | +70.3% | -54.2% | -3.3% |
| 3Y | -24.6% | +54.5% | -79.1% | -37.5% |
| All | -24.6% | +55.4% | -80.0% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling