+238.9%
CRM vs AMC
-98.9%
+337.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +1.8% |
| 7D | -4.4% | -7.2% | +2.7% | -4.2% |
| 30D | +28.1% | -2.8% | +30.9% | +28.3% |
| 3M | +48.8% | +7.9% | +40.9% | +47.9% |
| 6M | +28.3% | +119.6% | -91.4% | +24.5% |
| YTD | -6.0% | +57.7% | -63.7% | -7.9% |
| 1Y | +1.4% | -12.1% | +13.6% | +0.9% |
| 3Y | +11.8% | -66.5% | +78.3% | +12.1% |
| 5Y | -2.0% | -99.5% | +97.5% | +5.6% |
| All | +238.9% | -98.9% | +337.8% | +232.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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