-45.6%
CHTR vs AVTR
+37.4%
-83.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.6% |
| 7D | +14.1% | -6.2% | +20.3% | +15.3% |
| 30D | +11.6% | -1.0% | +12.6% | +11.5% |
| 3M | -21.4% | +14.4% | -35.8% | -23.6% |
| 6M | -27.3% | +95.9% | -123.1% | -36.5% |
| YTD | -42.4% | +36.6% | -79.0% | -44.4% |
| 1Y | -45.6% | +35.1% | -80.7% | -47.6% |
| All | -45.6% | +37.4% | -83.0% | -47.6% |
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