+1,298.7%
CRDO vs APD
+17.4%
+1,281.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | -4.5% | -3.3% | -1.2% | -3.3% |
| 30D | -39.2% | -4.2% | -35.1% | -38.5% |
| 3M | -38.5% | +5.4% | -43.9% | -40.4% |
| 6M | +40.6% | +6.3% | +34.3% | +35.6% |
| YTD | +13.2% | +20.3% | -7.1% | +3.2% |
| 1Y | +2.3% | +1.6% | +0.7% | +0.3% |
| 3Y | +942.5% | +4.0% | +938.5% | +894.1% |
| All | +1,298.7% | +17.4% | +1,281.3% | +951.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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