+7.7%
AVTR vs CPB
-24.8%
+32.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +3.2% | -5.8% | +9.0% | +4.2% |
| 30D | +0.5% | +16.5% | -16.0% | -2.3% |
| 3M | +12.1% | -1.1% | +13.2% | +11.9% |
| 6M | +91.2% | +11.5% | +79.7% | +86.8% |
| YTD | +36.3% | -15.7% | +52.0% | +39.1% |
| 1Y | +35.2% | -24.7% | +59.9% | +40.7% |
| 3Y | -15.8% | -37.3% | +21.5% | -10.3% |
| 5Y | -58.9% | -35.0% | -23.9% | -57.2% |
| All | +7.7% | -24.8% | +32.5% | +14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling