+441.9%
CARR vs AR
+3,549.1%
-3,107.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +1.6% | +2.5% | -0.9% | +1.2% |
| 30D | -8.7% | +14.8% | -23.5% | -10.3% |
| 3M | -12.6% | +6.2% | -18.8% | -13.4% |
| 6M | -1.5% | +4.3% | -5.8% | -2.7% |
| YTD | +14.3% | +14.4% | -0.1% | +11.4% |
| 1Y | -4.6% | +21.3% | -25.9% | -8.0% |
| 3Y | +7.3% | +39.8% | -32.5% | +0.2% |
| 5Y | +11.6% | +142.1% | -130.4% | -4.3% |
| All | +441.9% | +3,549.1% | -3,107.2% | +262.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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