+566.7%
CAH vs AVTR
+1.7%
+565.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.4% |
| 7D | +5.4% | +2.7% | +2.7% | +5.1% |
| 30D | +3.3% | +12.1% | -8.7% | +2.2% |
| 3M | +22.8% | +57.2% | -34.5% | +17.2% |
| 6M | +11.3% | +73.1% | -61.8% | +5.0% |
| YTD | +21.1% | +30.6% | -9.5% | +17.4% |
| 1Y | +67.2% | +13.5% | +53.7% | +63.1% |
| 3Y | +195.6% | -31.0% | +226.6% | +202.1% |
| 5Y | +413.8% | -63.2% | +477.1% | +480.2% |
| All | +566.7% | +1.7% | +565.0% | +458.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling