-4.6%
CARR vs MKSI
+162.5%
-167.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.3% | -3.2% | -0.1% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | -8.7% | -16.8% | +8.0% | -4.3% |
| 3M | -12.6% | -21.1% | +8.5% | -8.6% |
| 6M | -1.5% | +10.8% | -12.4% | -6.2% |
| YTD | +14.3% | +63.3% | -49.0% | +2.2% |
| 1Y | -4.6% | +157.0% | -161.6% | -20.7% |
| All | -4.6% | +162.5% | -167.1% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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