-13.1%
CRCL vs AMIX
-81.0%
+67.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.1% |
| 7D | +17.1% | -13.7% | +30.8% | +17.3% |
| 30D | +61.3% | -62.1% | +123.3% | +62.9% |
| 3M | +12.7% | -46.2% | +58.9% | +17.7% |
| 6M | -3.1% | -46.4% | +43.4% | +0.7% |
| YTD | +28.7% | -60.3% | +88.9% | +33.4% |
| 1Y | -13.1% | -79.7% | +66.5% | +9.9% |
| All | -13.1% | -81.0% | +67.9% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling