-1.8%
CARR vs ASX
+144.4%
-146.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +1.4% |
| 7D | -0.7% | -14.6% | +13.9% | +2.6% |
| 30D | +0.3% | -21.1% | +21.4% | +5.1% |
| 3M | -14.9% | -3.1% | -11.8% | -15.6% |
| 6M | -14.9% | +17.4% | -32.2% | -21.4% |
| YTD | +7.0% | +135.3% | -128.3% | -16.1% |
| 1Y | -1.8% | +146.5% | -148.3% | -23.5% |
| All | -1.8% | +144.4% | -146.2% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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