-18.2%
CRCL vs APH
+38.8%
-57.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | +4.9% | +1.6% | +3.3% | +4.6% |
| 30D | +38.7% | -3.0% | +41.7% | +39.6% |
| 3M | +14.7% | +5.7% | +8.9% | +12.3% |
| 6M | -16.9% | +20.0% | -36.8% | -21.1% |
| YTD | +17.3% | +20.8% | -3.5% | +0.9% |
| All | -18.2% | +38.8% | -57.0% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling