+414.1%
CARR vs NI
+117.8%
+296.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -4.1% | -0.6% | -3.6% | -4.0% |
| 30D | -11.0% | -1.4% | -9.6% | -10.6% |
| 3M | -16.4% | -10.6% | -5.8% | -13.4% |
| 6M | -2.4% | -9.9% | +7.5% | +0.7% |
| YTD | +8.4% | +1.2% | +7.3% | +7.7% |
| 1Y | -8.0% | +4.4% | -12.4% | -9.6% |
| 3Y | +0.6% | +68.6% | -68.0% | -16.0% |
| 5Y | +7.7% | +98.0% | -90.3% | -13.5% |
| All | +414.1% | +117.8% | +296.3% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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