+21.2%
CHRW vs AVTR
+13.4%
+7.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.4% |
| 7D | +4.1% | +1.6% | +2.5% | +3.9% |
| 30D | +1.9% | +8.4% | -6.5% | +1.2% |
| 3M | -21.2% | +50.2% | -71.3% | -23.2% |
| 6M | -16.7% | +82.6% | -99.2% | -20.0% |
| YTD | -5.4% | +29.8% | -35.2% | -8.4% |
| 1Y | +21.2% | +16.0% | +5.2% | +15.4% |
| All | +21.2% | +13.4% | +7.8% | +15.4% |
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