+188.6%
CRWD vs AMIX
-100.0%
+288.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -13.4% | -16.0% | +2.6% | -13.3% |
| 30D | -18.3% | -55.4% | +37.1% | -18.0% |
| 3M | +4.6% | -87.5% | +92.1% | +5.6% |
| 6M | +85.4% | -81.2% | +166.6% | +82.6% |
| YTD | +85.1% | -86.8% | +171.9% | +81.9% |
| 1Y | +62.9% | -91.6% | +154.5% | +60.0% |
| All | +188.6% | -100.0% | +288.5% | +166.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling