+30.7%
AVTR vs CRBG
+13.0%
+17.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.3% | -1.7% |
| 7D | -9.2% | -3.0% | -6.3% | -8.5% |
| 30D | -1.9% | -2.6% | +0.8% | -1.2% |
| 3M | +13.3% | +2.7% | +10.7% | +12.3% |
| 6M | +88.1% | +22.2% | +65.9% | +75.8% |
| YTD | +32.1% | +16.5% | +15.6% | +27.2% |
| 1Y | +30.7% | +16.9% | +13.8% | +25.7% |
| All | +30.7% | +13.0% | +17.8% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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