+421.5%
CARR vs AU
+727.4%
-305.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.4% |
| 7D | -3.8% | -4.3% | +0.5% | -3.5% |
| 30D | -8.9% | +7.3% | -16.2% | -9.4% |
| 3M | -17.3% | +26.3% | -43.6% | -18.8% |
| 6M | -1.4% | +1.8% | -3.2% | -2.1% |
| YTD | +10.0% | +26.8% | -16.8% | +8.0% |
| 1Y | -6.4% | +66.7% | -73.0% | -9.4% |
| 3Y | +1.5% | +579.1% | -577.5% | -9.7% |
| 5Y | +9.3% | +689.3% | -680.0% | -4.5% |
| All | +421.5% | +727.4% | -305.9% | +413.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling