+137.4%
CRWV vs AMIX
-88.6%
+226.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.9% |
| 7D | +17.3% | +1.6% | +15.8% | +17.3% |
| 30D | +7.7% | -50.8% | +58.5% | +8.7% |
| 3M | -3.6% | -46.3% | +42.7% | -2.6% |
| 6M | +27.6% | -49.9% | +77.4% | +28.8% |
| YTD | +32.6% | -60.4% | +93.0% | +34.3% |
| 1Y | -5.3% | -81.7% | +76.4% | -1.5% |
| All | +137.4% | -88.6% | +226.0% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling