+1,298.7%
CRDO vs BAH
-0.6%
+1,299.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.6% |
| 7D | -4.5% | +4.3% | -8.7% | -5.1% |
| 30D | -39.2% | -2.5% | -36.8% | -39.0% |
| 3M | -38.5% | -0.9% | -37.5% | -38.0% |
| 6M | +40.6% | +1.5% | +39.1% | +40.2% |
| YTD | +13.2% | -8.0% | +21.2% | +15.0% |
| 1Y | +2.3% | -24.7% | +27.0% | +8.7% |
| 3Y | +942.5% | -28.4% | +970.9% | +948.7% |
| All | +1,298.7% | -0.6% | +1,299.3% | +1,008.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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