+1,298.7%
CRDO vs IOT
+116.5%
+1,182.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.5% | -4.5% | +0.1% | -3.1% |
| 30D | -39.2% | -2.4% | -36.8% | -38.6% |
| 3M | -38.5% | +19.0% | -57.4% | -43.1% |
| 6M | +40.6% | +19.6% | +20.9% | +27.0% |
| YTD | +13.2% | +8.3% | +5.0% | +3.9% |
| 1Y | +2.3% | -0.8% | +3.1% | -3.3% |
| 3Y | +942.5% | +24.4% | +918.1% | +789.0% |
| All | +1,298.7% | +116.5% | +1,182.2% | +741.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling