-32.4%
CHTR vs AR
+11.3%
-43.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | +17.2% | +7.4% | +9.8% | +16.8% |
| 30D | +31.6% | +5.8% | +25.9% | +30.4% |
| 3M | -11.6% | +5.2% | -16.8% | -12.4% |
| 6M | -3.3% | +5.4% | -8.7% | -4.6% |
| YTD | -33.7% | +12.4% | -46.1% | -34.1% |
| 1Y | -32.4% | +12.8% | -45.2% | -32.8% |
| All | -32.4% | +11.3% | -43.7% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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