-4.6%
CARR vs AMP
+11.4%
-16.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | +1.6% | +0.2% | +1.3% | +1.5% |
| 30D | -8.7% | -0.1% | -8.7% | -8.7% |
| 3M | -12.6% | +23.6% | -36.1% | -16.6% |
| 6M | -1.5% | +20.4% | -21.9% | -5.9% |
| YTD | +14.3% | +15.4% | -1.1% | +9.8% |
| 1Y | -4.6% | +11.0% | -15.5% | -11.9% |
| All | -4.6% | +11.4% | -16.0% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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