-6.4%
CARR vs TGT
+78.4%
-84.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | -3.8% | -5.2% | +1.5% | -3.2% |
| 30D | -8.9% | +1.2% | -10.1% | -8.9% |
| 3M | -17.3% | +18.4% | -35.7% | -19.1% |
| 6M | -1.4% | +33.4% | -34.8% | -5.5% |
| YTD | +10.0% | +63.8% | -53.8% | -1.8% |
| 1Y | -6.4% | +77.2% | -83.5% | -21.3% |
| All | -6.4% | +78.4% | -84.8% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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