+425.9%
CARR vs HRB
+292.2%
+133.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -1.6% |
| 7D | +0.6% | -10.6% | +11.3% | +2.8% |
| 30D | -8.7% | -0.8% | -7.8% | -9.0% |
| 3M | -18.4% | +19.1% | -37.4% | -22.2% |
| 6M | -0.6% | +48.7% | -49.3% | -10.9% |
| YTD | +10.9% | +7.1% | +3.8% | +7.8% |
| 1Y | -7.3% | -8.3% | +1.0% | -6.2% |
| 3Y | +2.9% | +25.8% | -22.9% | -6.7% |
| 5Y | +9.6% | +111.1% | -101.4% | -14.5% |
| All | +425.9% | +292.2% | +133.7% | +237.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling