+436.5%
CARR vs DAR
+381.8%
+54.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -4.0% | -1.8% |
| 7D | +3.2% | -0.9% | +4.1% | +3.4% |
| 30D | -7.7% | +13.0% | -20.6% | -10.9% |
| 3M | -11.9% | +15.0% | -26.9% | -15.7% |
| 6M | +2.0% | +26.8% | -24.8% | -5.3% |
| YTD | +13.2% | +86.4% | -73.3% | -5.7% |
| 1Y | -8.5% | +115.1% | -123.6% | -27.3% |
| 3Y | +5.0% | +14.6% | -9.7% | -3.5% |
| 5Y | +12.0% | -8.8% | +20.8% | +6.3% |
| All | +436.5% | +381.8% | +54.7% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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