+383.2%
CARR vs AMBA
+57.3%
+325.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | -4.3% | -2.7% | -1.6% | -3.9% |
| 30D | -4.2% | -10.5% | +6.3% | -2.4% |
| 3M | -16.1% | -26.4% | +10.3% | -11.7% |
| 6M | -20.1% | -20.9% | +0.8% | -19.5% |
| YTD | +1.9% | -14.8% | +16.7% | -0.1% |
| 1Y | -6.1% | -36.1% | +30.0% | -3.0% |
| 3Y | +7.3% | +20.2% | -13.0% | -8.1% |
| 5Y | +4.4% | -67.2% | +71.6% | +4.2% |
| All | +383.2% | +57.3% | +325.9% | +250.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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