+26.6%
CB vs AVTR
+36.8%
-10.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | 0.0% | +3.2% | -3.1% | +0.2% |
| 30D | +7.4% | +0.5% | +6.9% | +7.4% |
| 3M | +8.6% | +12.1% | -3.5% | +9.3% |
| 6M | +16.1% | +91.2% | -75.0% | +21.2% |
| YTD | +20.2% | +36.3% | -16.1% | +22.7% |
| All | +26.6% | +36.8% | -10.1% | +29.2% |
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