+704.3%
CRDO vs AFRM
+192.6%
+511.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.1% | -4.8% | -5.5% |
| 7D | +9.1% | -4.4% | +13.5% | +11.1% |
| 30D | -26.6% | -7.7% | -19.0% | -24.1% |
| 3M | -50.6% | -16.9% | -33.7% | -47.4% |
| 6M | -30.6% | +2.5% | -33.0% | -32.6% |
| YTD | -8.6% | -12.5% | +3.9% | -7.5% |
| 1Y | -8.0% | -11.0% | +3.0% | -8.0% |
| 3Y | +704.3% | +184.6% | +519.8% | +450.7% |
| All | +704.3% | +192.6% | +511.7% | +450.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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