+22.6%
CRCL vs APH
+80.8%
-58.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +17.1% | +5.0% | +12.2% | +16.0% |
| 30D | +61.3% | -3.9% | +65.1% | +62.5% |
| 3M | +12.7% | +13.0% | -0.3% | +8.9% |
| 6M | -3.1% | +25.2% | -28.2% | -8.5% |
| YTD | +28.7% | +22.9% | +5.8% | +14.0% |
| 1Y | -13.1% | +47.8% | -61.0% | -25.1% |
| All | +22.6% | +80.8% | -58.2% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling