+7.1%
CRM vs AMIX
-81.0%
+88.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | 0.0% | -2.0% |
| 7D | +1.3% | -13.7% | +15.0% | +1.3% |
| 30D | +34.3% | -62.1% | +96.4% | +35.1% |
| 3M | +37.7% | -46.2% | +83.9% | +35.5% |
| 6M | +34.9% | -46.4% | +81.4% | +32.6% |
| YTD | -1.6% | -60.3% | +58.6% | -3.9% |
| 1Y | +7.1% | -79.7% | +86.8% | +8.2% |
| All | +7.1% | -81.0% | +88.1% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling