+204.7%
CRWD vs AMIX
-100.0%
+304.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -20.0% | +21.5% | +1.6% |
| 7D | -5.0% | -8.1% | +3.1% | -4.9% |
| 30D | -12.9% | -52.3% | +39.3% | -12.6% |
| 3M | +3.2% | -83.8% | +87.0% | +4.1% |
| 6M | +69.0% | -79.0% | +147.9% | +66.5% |
| YTD | +95.5% | -87.2% | +182.6% | +92.1% |
| 1Y | +64.6% | -91.7% | +156.3% | +61.6% |
| All | +204.7% | -100.0% | +304.7% | +181.8% |
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