Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AMIX vs CRBG✓SelectedUSD · CRBGAMIX vs CRBG performance historyLatest closeAs of-0.22%09/08
Stock and ETF performance explorer

AMIX vs CRBG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-45.7%
CRBG return
+27.3%
Excess return
-73.0%
Maximum drawdown
-76.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioCRBGExcessAlpha
1D-0.2%-2.1%+1.9%-0.6%
7D-3.4%+4.9%-8.3%-1.9%
30D-54.4%+0.2%-54.6%-53.0%
3M-45.7%+25.5%-71.2%-45.7%
All-45.7%+27.3%-73.0%-45.7%

Cumulative growth

Daily Returns

Daily percentage return beside CRBG.

Daily Out/Under-Performance

Portfolio return minus CRBG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CRBG 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 3mo: compounded portfolio wealth divided by compounded CRBG 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…

3mo analysis · Full analysis span regression · Available span rolling