+29.7%
CRH vs AMIX
-99.9%
+129.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.0% |
| 7D | -6.1% | -4.8% | -1.3% | -6.0% |
| 30D | -9.3% | -42.0% | +32.7% | -9.1% |
| 3M | -15.2% | -46.5% | +31.3% | -15.1% |
| 6M | -14.2% | -48.2% | +34.0% | -14.2% |
| YTD | -28.3% | -62.2% | +33.9% | -28.0% |
| 1Y | -21.8% | -82.1% | +60.3% | -21.1% |
| All | +29.7% | -99.9% | +129.5% | +37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling