+441.9%
CARR vs ASX
+1,426.6%
-984.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.8% |
| 30D | -8.7% | +2.0% | -10.7% | -9.6% |
| 3M | -12.6% | -1.3% | -11.2% | -13.9% |
| 6M | -1.5% | +71.4% | -73.0% | -20.3% |
| YTD | +14.3% | +135.3% | -121.0% | -17.3% |
| 1Y | -4.6% | +267.5% | -272.1% | -41.5% |
| 3Y | +7.3% | +388.5% | -381.1% | -42.3% |
| 5Y | +11.6% | +417.1% | -405.5% | -43.5% |
| All | +441.9% | +1,426.6% | -984.7% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling