-14.6%
CRH vs AU
+100.5%
-115.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +2.8% |
| 7D | -1.7% | -3.6% | +2.0% | -1.0% |
| 30D | -5.4% | +23.9% | -29.2% | -9.6% |
| 3M | -11.2% | +19.1% | -30.3% | -14.9% |
| 6M | -15.8% | -0.2% | -15.7% | -18.2% |
| YTD | -23.6% | +32.5% | -56.1% | -27.0% |
| 1Y | -14.6% | +96.9% | -111.5% | -24.4% |
| All | -14.6% | +100.5% | -115.1% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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