-4.6%
CARR vs RGEN
+45.2%
-49.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.2% |
| 7D | +1.6% | -4.9% | +6.5% | +2.1% |
| 30D | -8.7% | +5.7% | -14.4% | -9.4% |
| 3M | -12.6% | +32.4% | -45.0% | -15.9% |
| 6M | -1.5% | +33.2% | -34.7% | -6.0% |
| YTD | +14.3% | +2.3% | +12.0% | +12.9% |
| 1Y | -4.6% | +39.0% | -43.6% | -10.2% |
| All | -4.6% | +45.2% | -49.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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