+8.9%
CRCL vs AMT
-13.5%
+22.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.2% |
| 7D | -11.2% | +1.1% | -12.4% | -11.3% |
| 30D | +27.1% | +4.4% | +22.8% | +27.0% |
| 3M | +9.6% | -5.2% | +14.8% | +9.2% |
| 6M | -19.7% | -0.8% | -18.9% | -20.1% |
| YTD | +14.2% | +3.3% | +11.0% | +11.7% |
| 1Y | -32.2% | -6.0% | -26.2% | -32.8% |
| All | +8.9% | -13.5% | +22.3% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling