+15.6%
CRCL vs APD
+9.5%
+6.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -6.1% |
| 7D | +7.5% | -2.5% | +10.0% | +6.7% |
| 30D | +44.3% | -1.9% | +46.2% | +43.6% |
| 3M | +16.5% | +8.2% | +8.3% | +20.3% |
| 6M | -5.6% | +10.7% | -16.4% | -1.8% |
| YTD | +21.3% | +22.9% | -1.6% | +26.4% |
| 1Y | -14.5% | +5.8% | -20.3% | -5.0% |
| All | +15.6% | +9.5% | +6.0% | +77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling