-6.4%
CARR vs MKSI
+142.7%
-149.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.6% | +0.9% |
| 7D | -3.8% | +2.7% | -6.5% | -4.5% |
| 30D | -8.9% | -12.8% | +3.9% | -5.6% |
| 3M | -17.3% | -22.5% | +5.2% | -12.9% |
| 6M | -1.4% | +19.4% | -20.8% | -7.5% |
| YTD | +10.0% | +67.7% | -57.7% | -2.3% |
| 1Y | -6.4% | +131.4% | -137.8% | -20.4% |
| All | -6.4% | +142.7% | -149.1% | -20.4% |
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