-4.6%
CARR vs ZYBT
-83.2%
+78.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.1% |
| 7D | +1.6% | -6.9% | +8.5% | +1.6% |
| 30D | -8.7% | -31.8% | +23.0% | -8.8% |
| 3M | -12.6% | +94.0% | -106.5% | -10.4% |
| 6M | -1.5% | +99.0% | -100.6% | +0.5% |
| YTD | +14.3% | +40.0% | -25.7% | +17.4% |
| 1Y | -4.6% | -79.5% | +75.0% | -0.4% |
| All | -4.6% | -83.2% | +78.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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