+322.1%
CORZ vs AVTR
-29.6%
+351.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.0% |
| 7D | +23.5% | +0.5% | +23.0% | +23.4% |
| 30D | +7.5% | -1.0% | +8.5% | +7.7% |
| 3M | -26.6% | +12.2% | -38.8% | -27.5% |
| 6M | -39.5% | +97.5% | -137.0% | -46.7% |
| YTD | -0.3% | +35.6% | -35.9% | -6.5% |
| 1Y | -4.2% | +32.8% | -37.0% | -10.0% |
| All | +322.1% | -29.6% | +351.6% | +327.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling