-35.1%
CRDO vs AGG
-0.2%
-34.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | +0.2% | -18.0% | -18.1% |
| 7D | -32.0% | +0.5% | -32.5% | -32.7% |
| 30D | -49.1% | +2.4% | -51.5% | -52.5% |
| 3M | -50.0% | -0.8% | -49.2% | -47.9% |
| 6M | -42.0% | -0.8% | -41.1% | -39.8% |
| YTD | -21.9% | -0.6% | -21.3% | -20.3% |
| 1Y | -35.1% | 0.0% | -35.2% | -35.5% |
| All | -35.1% | -0.2% | -34.9% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 1y: compounded portfolio wealth divided by compounded AGG 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…
1y analysis · Full analysis span regression · 6 months rolling