+1,341.4%
CRDO vs IOVA
-43.3%
+1,384.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.5% |
| 7D | +1.6% | -2.2% | +3.8% | +1.9% |
| 30D | -30.0% | +31.7% | -61.7% | -32.9% |
| 3M | -28.3% | +117.3% | -145.6% | -37.1% |
| 6M | +44.8% | +55.8% | -11.0% | +31.9% |
| YTD | +16.7% | +208.8% | -192.1% | -4.3% |
| 1Y | +12.7% | +255.7% | -243.0% | -10.7% |
| 3Y | +960.1% | +41.7% | +918.4% | +742.9% |
| All | +1,341.4% | -43.3% | +1,384.6% | +1,059.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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