+5.2%
AVTR vs CPB
-26.8%
+32.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.6% |
| 7D | +7.4% | -8.2% | +15.6% | +8.9% |
| 30D | +12.2% | -5.6% | +17.8% | +13.1% |
| 3M | +57.4% | +3.0% | +54.4% | +56.2% |
| 6M | +86.7% | -12.7% | +99.4% | +90.0% |
| YTD | +33.1% | -18.0% | +51.0% | +36.7% |
| 1Y | +16.1% | -31.7% | +47.9% | +23.1% |
| 3Y | -24.6% | -41.0% | +16.3% | -19.0% |
| 5Y | -63.5% | -38.4% | -25.1% | -61.6% |
| All | +5.2% | -26.8% | +32.0% | +12.6% |
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