-1.8%
CARR vs AMIX
-92.3%
+90.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +0.5% |
| 7D | -0.7% | -25.1% | +24.5% | -0.5% |
| 30D | +0.3% | -54.5% | +54.8% | +0.8% |
| 3M | -14.9% | -91.7% | +76.8% | -13.7% |
| 6M | -14.9% | -79.4% | +64.6% | -15.1% |
| YTD | +7.0% | -86.1% | +93.1% | +6.2% |
| 1Y | -1.8% | -91.6% | +89.8% | -3.0% |
| All | -1.8% | -92.3% | +90.6% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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