-69.3%
CHTR vs AR
+44.6%
-113.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.1% | -8.2% | -8.1% |
| 7D | -15.8% | -1.2% | -14.6% | -15.7% |
| 30D | -12.7% | +5.5% | -18.2% | -13.2% |
| 3M | -1.1% | +12.9% | -14.0% | -2.6% |
| 6M | -39.9% | +0.1% | -40.0% | -40.1% |
| YTD | -35.9% | +13.5% | -49.4% | -37.1% |
| 1Y | -49.2% | +21.6% | -70.7% | -50.7% |
| All | -69.3% | +44.6% | -113.8% | -71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling