+1,276.1%
CRDO vs KEY
+8.2%
+1,267.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -2.4% | -1.8% | -0.6% | -1.5% |
| 30D | -35.3% | -3.3% | -32.0% | -34.4% |
| 3M | -32.6% | -0.2% | -32.4% | -32.7% |
| 6M | +42.7% | +12.1% | +30.6% | +34.6% |
| YTD | +11.4% | +8.4% | +3.0% | +5.9% |
| 1Y | -2.2% | +17.6% | -19.9% | -11.3% |
| 3Y | +912.1% | +123.3% | +788.7% | +594.8% |
| All | +1,276.1% | +8.2% | +1,267.8% | +1,295.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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