+22.6%
CRCL vs AMIX
-84.4%
+107.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +62.5% |
| 3M | +12.7% | -46.2% | +58.9% | +12.1% |
| 6M | -3.1% | -46.4% | +43.4% | -3.8% |
| YTD | +28.7% | -60.3% | +88.9% | +26.0% |
| 1Y | -13.1% | -79.7% | +66.5% | -15.1% |
| All | +22.6% | -84.4% | +107.0% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling