+37.0%
CRH vs AMIX
-100.0%
+136.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -1.3% | -9.9% | +8.5% | -1.3% |
| 30D | +18.1% | -52.8% | +70.9% | +18.4% |
| 3M | -3.9% | -80.0% | +76.2% | -3.4% |
| 6M | -13.3% | -80.2% | +66.9% | -13.2% |
| YTD | -24.2% | -88.1% | +63.9% | -23.7% |
| 1Y | -14.9% | -91.1% | +76.2% | -14.3% |
| All | +37.0% | -100.0% | +136.9% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling