-4.6%
CARR vs AU
+100.5%
-105.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.4% |
| 7D | +1.6% | -3.6% | +5.2% | +2.1% |
| 30D | -8.7% | +23.9% | -32.6% | -11.9% |
| 3M | -12.6% | +19.1% | -31.7% | -15.4% |
| 6M | -1.5% | -0.2% | -1.4% | -3.9% |
| YTD | +14.3% | +32.5% | -18.2% | +11.4% |
| 1Y | -4.6% | +96.9% | -101.5% | -10.3% |
| All | -4.6% | +100.5% | -105.1% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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