+1,401.6%
CRS vs AVTR
-64.7%
+1,466.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -4.1% | -2.0% | -2.1% | -3.7% |
| 30D | -16.6% | +8.1% | -24.6% | -18.0% |
| 3M | -14.3% | +54.2% | -68.5% | -22.8% |
| 6M | +11.6% | +82.6% | -71.0% | -3.6% |
| YTD | +42.6% | +29.8% | +12.7% | +32.0% |
| 1Y | +81.8% | +18.0% | +63.8% | +68.5% |
| 3Y | +632.1% | -26.4% | +658.5% | +646.0% |
| 5Y | +1,401.6% | -64.8% | +1,466.5% | +1,647.8% |
| All | +1,401.6% | -64.7% | +1,466.3% | +1,647.8% |
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