+2.3%
CRDO vs IOT
-1.6%
+3.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.5% | -4.5% | +0.1% | -4.0% |
| 30D | -39.2% | -2.4% | -36.8% | -39.0% |
| 3M | -38.5% | +19.0% | -57.4% | -39.5% |
| 6M | +40.6% | +19.6% | +20.9% | +36.2% |
| YTD | +13.2% | +8.3% | +5.0% | +12.0% |
| 1Y | +2.3% | -0.8% | +3.1% | +4.8% |
| All | +2.3% | -1.6% | +3.9% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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