+441.9%
CARR vs AMC
-90.0%
+531.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.3% | -3.3% | +1.0% |
| 7D | +1.6% | +2.3% | -0.8% | +1.5% |
| 30D | -8.7% | -0.7% | -8.0% | -8.7% |
| 3M | -12.6% | +35.2% | -47.8% | -13.2% |
| 6M | -1.5% | +124.6% | -126.1% | -3.2% |
| YTD | +14.3% | +69.9% | -55.6% | +12.8% |
| 1Y | -4.6% | -2.6% | -2.0% | -5.1% |
| 3Y | +7.3% | -79.8% | +87.1% | +8.0% |
| 5Y | +11.6% | -99.4% | +111.0% | +14.4% |
| All | +441.9% | -90.0% | +531.9% | +426.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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