-1.8%
CARR vs HRB
+16.9%
-18.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.9% | +0.9% |
| 7D | -0.7% | +16.0% | -16.7% | +0.5% |
| 30D | +0.3% | +32.1% | -31.8% | +2.5% |
| 3M | -14.9% | +21.5% | -36.4% | -13.4% |
| 6M | -14.9% | +82.1% | -96.9% | -10.7% |
| YTD | +7.0% | +31.6% | -24.6% | +18.1% |
| 1Y | -1.8% | +15.9% | -17.7% | +12.3% |
| All | -1.8% | +16.9% | -18.7% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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