+398.3%
CAH vs AVTR
-64.7%
+462.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -5.1% | -2.0% | -3.0% | -5.0% |
| 30D | -1.8% | +8.1% | -9.8% | -1.8% |
| 3M | +9.4% | +54.2% | -44.8% | +8.9% |
| 6M | +9.2% | +82.6% | -73.3% | +8.6% |
| YTD | +15.7% | +29.8% | -14.2% | +15.5% |
| 1Y | +59.7% | +18.0% | +41.7% | +59.4% |
| 3Y | +178.5% | -26.4% | +204.9% | +182.2% |
| 5Y | +398.3% | -64.8% | +463.1% | +421.7% |
| All | +398.3% | -64.7% | +462.9% | +421.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling