+58.0%
CLSK vs AMIX
-99.9%
+157.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | +21.9% | -3.4% | +25.3% | +21.9% |
| 30D | +9.6% | -54.4% | +64.0% | +10.1% |
| 3M | -18.4% | -45.7% | +27.3% | -16.4% |
| 6M | +46.4% | -49.2% | +95.5% | +49.9% |
| YTD | +33.2% | -60.3% | +93.5% | +38.3% |
| 1Y | +47.0% | -81.4% | +128.4% | +58.0% |
| All | +58.0% | -99.9% | +157.9% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling