+425.9%
CARR vs BTI
+193.9%
+232.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | +0.6% | -2.4% | +3.1% | +1.3% |
| 30D | -8.7% | -4.8% | -3.9% | -7.6% |
| 3M | -18.4% | -8.1% | -10.2% | -17.0% |
| 6M | -0.6% | -4.2% | +3.6% | -0.5% |
| YTD | +10.9% | -1.3% | +12.2% | +9.9% |
| 1Y | -7.3% | +2.1% | -9.4% | -9.2% |
| 3Y | +2.9% | +108.9% | -106.0% | -22.4% |
| 5Y | +9.6% | +114.5% | -104.8% | -20.1% |
| All | +425.9% | +193.9% | +232.1% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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