-12.5%
CRM vs AMIX
-99.9%
+87.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +1.9% |
| 7D | -4.4% | -4.8% | +0.4% | -4.4% |
| 30D | +28.1% | -42.0% | +70.1% | +28.4% |
| 3M | +48.8% | -46.5% | +95.3% | +45.9% |
| 6M | +28.3% | -48.2% | +76.5% | +25.7% |
| YTD | -6.0% | -62.2% | +56.2% | -8.0% |
| 1Y | +1.4% | -82.1% | +83.5% | -1.0% |
| All | -12.5% | -99.9% | +87.4% | -17.6% |
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