-9.6%
CRS vs ACWI
+11.6%
-21.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -0.8% |
| 7D | +7.4% | +2.7% | +4.7% | +3.1% |
| 30D | -21.2% | -2.6% | -18.6% | -17.4% |
| 3M | -43.3% | -3.2% | -40.1% | -40.0% |
| 6M | -29.4% | +1.9% | -31.3% | -31.0% |
| YTD | -4.7% | +11.3% | -16.0% | -21.5% |
| 1Y | -9.6% | +11.7% | -21.3% | -25.9% |
| All | -9.6% | +11.6% | -21.2% | -25.9% |
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