+122.5%
CRWV vs AMIX
-89.1%
+211.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.4% | -4.8% | +4.4% | -0.3% |
| 30D | -17.4% | -42.0% | +24.6% | -16.8% |
| 3M | -7.1% | -46.5% | +39.5% | -6.3% |
| 6M | +8.6% | -48.2% | +56.8% | +9.3% |
| YTD | +24.3% | -62.2% | +86.4% | +26.0% |
| 1Y | -21.0% | -82.1% | +61.0% | -17.8% |
| All | +122.5% | -89.1% | +211.6% | +115.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling