+15.6%
CRCL vs AMIX
-84.4%
+100.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.8% |
| 7D | +7.5% | -3.4% | +10.9% | +7.5% |
| 30D | +44.3% | -54.4% | +98.6% | +45.1% |
| 3M | +16.5% | -45.7% | +62.3% | +15.9% |
| 6M | -5.6% | -49.2% | +43.5% | -6.3% |
| YTD | +21.3% | -60.3% | +81.6% | +18.8% |
| 1Y | -14.5% | -81.4% | +66.9% | -17.1% |
| All | +15.6% | -84.4% | +100.0% | +19.5% |
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