+1,350.3%
CRS vs AMCR
-12.3%
+1,362.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.1% |
| 7D | -6.8% | -6.3% | -0.5% | -2.9% |
| 30D | -16.1% | -7.8% | -8.3% | -12.1% |
| 3M | -21.2% | +7.5% | -28.7% | -25.7% |
| 6M | +8.7% | +2.7% | +6.0% | +5.5% |
| YTD | +41.0% | +6.0% | +34.9% | +32.2% |
| 1Y | +82.7% | +7.8% | +74.9% | +68.7% |
| 3Y | +604.8% | +5.8% | +599.0% | +515.6% |
| All | +1,350.3% | -12.3% | +1,362.6% | +1,446.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling