+414.1%
CARR vs AGI
+642.5%
-228.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -2.0% |
| 7D | -4.1% | -5.3% | +1.1% | -3.8% |
| 30D | -11.0% | +6.8% | -17.7% | -11.4% |
| 3M | -16.4% | +8.3% | -24.7% | -17.0% |
| 6M | -2.4% | -29.2% | +26.9% | -0.7% |
| YTD | +8.4% | -7.3% | +15.7% | +8.5% |
| 1Y | -8.0% | +8.0% | -16.0% | -8.8% |
| 3Y | +0.6% | +206.6% | -206.0% | -7.3% |
| 5Y | +7.7% | +398.1% | -390.4% | -3.3% |
| All | +414.1% | +642.5% | -228.5% | +472.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling