+46.0%
CART vs AMCR
+8.7%
+37.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.3% | -2.4% | +3.7% | +1.3% |
| 30D | +19.2% | +3.6% | +15.6% | +19.3% |
| 3M | +17.6% | -4.2% | +21.8% | +17.6% |
| 6M | +47.4% | +15.5% | +31.8% | +50.4% |
| YTD | +30.9% | +9.7% | +21.1% | +37.6% |
| 1Y | +46.0% | +8.3% | +37.7% | +53.5% |
| All | +46.0% | +8.7% | +37.3% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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