-6.4%
CARR vs TECH
+42.2%
-48.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | -3.8% | -0.4% | -3.3% | -3.7% |
| 30D | -8.9% | 0.0% | -8.9% | -8.9% |
| 3M | -17.3% | +33.7% | -51.0% | -21.0% |
| 6M | -1.4% | +34.9% | -36.3% | -7.4% |
| YTD | +10.0% | +23.2% | -13.2% | +4.7% |
| 1Y | -6.4% | +36.3% | -42.7% | -12.4% |
| All | -6.4% | +42.2% | -48.5% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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