+532.7%
CAH vs AVTR
+0.6%
+532.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -5.1% | -1.1% | -4.0% | -5.0% |
| 30D | +0.2% | +6.3% | -6.1% | -0.4% |
| 3M | +6.3% | +53.3% | -47.0% | +1.7% |
| 6M | +9.4% | +78.6% | -69.3% | +2.8% |
| YTD | +15.0% | +29.2% | -14.3% | +11.5% |
| 1Y | +55.4% | +13.8% | +41.6% | +51.5% |
| 3Y | +173.8% | -27.4% | +201.3% | +177.3% |
| 5Y | +395.2% | -65.0% | +460.2% | +464.7% |
| All | +532.7% | +0.6% | +532.0% | +430.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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