-1.4%
CARR vs MKSI
+20.1%
-21.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.6% | +0.7% |
| 7D | -3.8% | +2.7% | -6.5% | -4.7% |
| 30D | -8.9% | -12.8% | +3.9% | -4.8% |
| 3M | -17.3% | -22.5% | +5.2% | -13.1% |
| 6M | -1.4% | +19.4% | -20.8% | -20.3% |
| All | -1.4% | +20.1% | -21.5% | -20.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling