-4.5%
CRS vs ACWI
+14.9%
-19.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.2% | -4.2% |
| 7D | +4.3% | -0.5% | +4.8% | +5.1% |
| 30D | -25.5% | -1.6% | -23.9% | -23.2% |
| 3M | -48.7% | -1.3% | -47.4% | -47.3% |
| 6M | -31.6% | +5.8% | -37.5% | -37.1% |
| YTD | -7.0% | +12.7% | -19.8% | -24.2% |
| 1Y | -4.5% | +15.0% | -19.5% | -24.3% |
| All | -4.5% | +14.9% | -19.4% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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