-34.1%
CORZ vs AVTR
+37.2%
-71.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.8% | +5.3% | +7.9% |
| 7D | +1.7% | +1.9% | -0.2% | +1.6% |
| 30D | -17.5% | +1.5% | -19.0% | -17.5% |
| 3M | -39.5% | +17.1% | -56.5% | -39.7% |
| 6M | -44.5% | +91.5% | -136.0% | -51.7% |
| YTD | -12.6% | +38.8% | -51.5% | -20.0% |
| All | -34.1% | +37.2% | -71.2% | -40.5% |
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