+96.3%
CAT vs AVTR
+15.8%
+80.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.8% | +1.2% |
| 7D | +5.6% | +7.4% | -1.8% | +6.1% |
| 30D | -2.3% | +12.2% | -14.6% | -1.4% |
| 3M | -10.0% | +57.4% | -67.4% | -7.8% |
| 6M | +21.2% | +86.7% | -65.4% | +24.7% |
| YTD | +44.4% | +33.1% | +11.4% | +45.0% |
| 1Y | +96.3% | +16.1% | +80.1% | +82.1% |
| All | +96.3% | +15.8% | +80.5% | +82.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling