+394.0%
CARR vs ASX
+1,346.9%
-952.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.3% |
| 7D | +3.5% | +12.4% | -8.9% | -0.3% |
| 30D | +0.4% | -19.8% | +20.2% | +5.6% |
| 3M | -14.1% | -10.3% | -3.8% | -13.5% |
| 6M | -16.7% | +1.2% | -17.9% | -21.2% |
| YTD | +4.2% | +123.0% | -118.8% | -25.3% |
| 1Y | -0.2% | +145.4% | -145.6% | -30.8% |
| 3Y | +10.9% | +368.6% | -357.8% | -41.1% |
| 5Y | +3.9% | +486.0% | -482.2% | -50.4% |
| All | +394.0% | +1,346.9% | -952.8% | +63.4% |
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