+693.9%
CRDO vs AMIX
-99.9%
+793.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +1.6% | +1.6% | +0.1% | +1.6% |
| 30D | -30.0% | -50.8% | +20.8% | -29.1% |
| 3M | -28.3% | -46.3% | +17.9% | -30.9% |
| 6M | +44.8% | -49.9% | +94.6% | +39.4% |
| YTD | +16.7% | -60.4% | +77.1% | +13.0% |
| 1Y | +12.7% | -81.7% | +94.4% | +11.0% |
| All | +693.9% | -99.9% | +793.8% | +727.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling