+8.5%
CARR vs AMIX
-99.9%
+108.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +3.2% | -3.4% | +6.6% | +3.3% |
| 30D | -7.7% | -54.4% | +46.7% | -7.1% |
| 3M | -11.9% | -45.7% | +33.8% | -13.2% |
| 6M | +2.0% | -49.2% | +51.2% | +0.4% |
| YTD | +13.2% | -60.3% | +73.5% | +11.7% |
| 1Y | -8.5% | -81.4% | +72.8% | -8.9% |
| All | +8.5% | -99.9% | +108.4% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling