+8.5%
CRCL vs APD
+8.0%
+0.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -3.0% |
| 7D | -12.5% | -3.5% | -9.0% | -13.4% |
| 30D | +26.9% | -5.1% | +32.0% | +25.3% |
| 3M | +14.4% | +6.9% | +7.6% | +17.7% |
| 6M | -23.5% | +8.1% | -31.6% | -20.8% |
| YTD | +13.9% | +21.2% | -7.3% | +18.3% |
| 1Y | -20.6% | +4.9% | -25.4% | -11.7% |
| All | +8.5% | +8.0% | +0.5% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling