+8.9%
CRCL vs AHR
+57.4%
-48.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.2% |
| 7D | -11.2% | -2.1% | -9.1% | -11.4% |
| 30D | +27.1% | +1.9% | +25.2% | +27.3% |
| 3M | +9.6% | +15.7% | -6.0% | +9.5% |
| 6M | -19.7% | +2.5% | -22.2% | -17.2% |
| YTD | +14.2% | +15.0% | -0.8% | +13.2% |
| 1Y | -32.2% | +28.1% | -60.3% | -35.5% |
| All | +8.9% | +57.4% | -48.5% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling