+1,063.6%
CRS vs ACWI
+356.8%
+706.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.2% | +0.5% | -0.7% | -1.0% |
| 30D | -16.6% | +0.9% | -17.5% | -17.7% |
| 3M | -3.5% | +2.4% | -5.9% | -6.9% |
| 6M | +15.4% | +12.4% | +3.1% | -2.7% |
| YTD | +51.2% | +15.2% | +36.0% | +22.5% |
| 1Y | +98.3% | +22.7% | +75.6% | +46.2% |
| 3Y | +651.5% | +75.8% | +575.8% | +226.6% |
| 5Y | +1,411.1% | +67.7% | +1,343.4% | +619.8% |
| 10Y | +1,424.3% | +229.0% | +1,195.3% | +204.0% |
| All | +1,063.6% | +356.8% | +706.8% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling