+2.6%
AVTR vs CPB
-26.4%
+29.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.5% |
| 7D | +1.6% | -8.0% | +9.6% | +2.9% |
| 30D | +8.4% | -2.4% | +10.8% | +8.7% |
| 3M | +50.2% | +0.5% | +49.6% | +49.6% |
| 6M | +82.6% | -10.5% | +93.0% | +85.1% |
| YTD | +29.8% | -17.5% | +47.4% | +33.3% |
| 1Y | +16.0% | -31.0% | +47.0% | +22.7% |
| 3Y | -26.4% | -40.6% | +14.2% | -21.0% |
| 5Y | -64.5% | -37.7% | -26.7% | -62.7% |
| All | +2.6% | -26.4% | +29.0% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CPB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling