-4.6%
CARR vs APTV
-39.9%
+35.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.4% |
| 7D | +1.6% | +4.8% | -3.2% | +0.5% |
| 30D | -8.7% | +2.0% | -10.7% | -9.2% |
| 3M | -12.6% | -34.2% | +21.7% | -2.2% |
| 6M | -1.5% | -34.7% | +33.1% | +8.1% |
| YTD | +14.3% | -37.0% | +51.3% | +24.4% |
| 1Y | -4.6% | -40.4% | +35.8% | +6.6% |
| All | -4.6% | -39.9% | +35.3% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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