-1.8%
CARR vs NDAQ
+28.8%
-30.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.0% | +0.5% |
| 7D | -0.7% | +3.9% | -4.6% | -0.7% |
| 30D | +0.3% | +19.0% | -18.7% | +0.3% |
| 3M | -14.9% | +17.6% | -32.5% | -14.9% |
| 6M | -14.9% | +21.0% | -35.9% | -14.2% |
| YTD | +7.0% | +14.1% | -7.1% | +7.7% |
| 1Y | -1.8% | +29.4% | -31.2% | -9.5% |
| All | -1.8% | +28.8% | -30.6% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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