-4.6%
CARR vs SIRI
+28.3%
-32.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.3% |
| 7D | +1.6% | +1.6% | 0.0% | +1.4% |
| 30D | -8.7% | -4.7% | -4.0% | -8.4% |
| 3M | -12.6% | +5.3% | -17.8% | -13.5% |
| 6M | -1.5% | +30.5% | -32.1% | -6.0% |
| YTD | +14.3% | +49.6% | -35.3% | +6.6% |
| 1Y | -4.6% | +28.5% | -33.1% | -6.7% |
| All | -4.6% | +28.3% | -32.9% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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