+27.3%
CRDO vs AMIX
-81.0%
+108.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +3.9% |
| 7D | -26.7% | -13.7% | -13.0% | -26.4% |
| 30D | -24.1% | -62.1% | +38.0% | -22.6% |
| 3M | -21.6% | -46.2% | +24.6% | -16.2% |
| 6M | +66.3% | -46.4% | +112.8% | +74.9% |
| YTD | +18.5% | -60.3% | +78.8% | +28.8% |
| 1Y | +27.3% | -79.7% | +107.0% | +70.4% |
| All | +27.3% | -81.0% | +108.3% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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