+35.1%
AVTR vs CPAY
+59.0%
-23.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -0.5% |
| 7D | -6.2% | +5.7% | -12.0% | -7.9% |
| 30D | -1.0% | +4.2% | -5.2% | -2.4% |
| 3M | +14.4% | +5.6% | +8.8% | +12.3% |
| 6M | +95.9% | +34.7% | +61.2% | +78.2% |
| YTD | +36.6% | +39.1% | -2.5% | +25.3% |
| 1Y | +35.1% | +60.3% | -25.1% | +21.2% |
| All | +35.1% | +59.0% | -23.9% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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