+82.7%
CRS vs AVTR
+16.7%
+66.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | -6.8% | -1.1% | -5.7% | -6.7% |
| 30D | -16.1% | +6.3% | -22.4% | -16.4% |
| 3M | -21.2% | +53.3% | -74.5% | -24.5% |
| 6M | +8.7% | +78.6% | -70.0% | +2.1% |
| YTD | +41.0% | +29.2% | +11.7% | +33.3% |
| 1Y | +82.7% | +13.8% | +68.8% | +67.7% |
| All | +82.7% | +16.7% | +66.0% | +67.7% |
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