+2.4%
CARR vs ASX
+471.1%
-468.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -3.0% |
| 7D | +0.6% | +11.1% | -10.5% | -2.6% |
| 30D | -8.7% | +9.6% | -18.3% | -11.5% |
| 3M | -18.4% | +18.6% | -37.0% | -23.8% |
| 6M | -0.6% | +92.1% | -92.7% | -22.1% |
| YTD | +10.9% | +158.5% | -147.5% | -21.6% |
| 1Y | -7.3% | +271.9% | -279.2% | -42.9% |
| All | +2.4% | +471.1% | -468.6% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling