-4.6%
CARR vs ASX
+272.9%
-277.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | -8.7% | +2.0% | -10.7% | -9.4% |
| 3M | -12.6% | -1.3% | -11.2% | -13.6% |
| 6M | -1.5% | +71.4% | -73.0% | -15.9% |
| YTD | +14.3% | +135.3% | -121.0% | -6.8% |
| 1Y | -4.6% | +267.5% | -272.1% | -27.8% |
| All | -4.6% | +272.9% | -277.5% | -27.8% |
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