+71.6%
CRH vs AVTR
-27.0%
+98.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -6.1% | -1.1% | -5.0% | -5.9% |
| 30D | -9.3% | +6.3% | -15.6% | -10.4% |
| 3M | -15.2% | +53.3% | -68.5% | -23.0% |
| 6M | -14.2% | +78.6% | -92.9% | -24.9% |
| YTD | -28.3% | +29.2% | -57.5% | -33.1% |
| 1Y | -21.8% | +13.8% | -35.6% | -26.3% |
| 3Y | +71.6% | -27.4% | +99.1% | +82.1% |
| All | +71.6% | -27.0% | +98.6% | +82.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling