+7.7%
CARR vs ASX
+440.6%
-432.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.2% |
| 7D | -4.1% | +6.5% | -10.6% | -6.2% |
| 30D | -11.0% | +3.1% | -14.1% | -12.2% |
| 3M | -16.4% | +17.4% | -33.7% | -22.2% |
| 6M | -2.4% | +85.4% | -87.8% | -23.8% |
| YTD | +8.4% | +150.1% | -141.6% | -24.2% |
| 1Y | -8.0% | +256.3% | -264.3% | -44.0% |
| 3Y | +0.6% | +446.9% | -446.3% | -50.1% |
| 5Y | +7.7% | +447.1% | -439.3% | -50.7% |
| All | +7.7% | +440.6% | -432.8% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling