+27.3%
CRDO vs KMI
+21.6%
+5.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +3.6% |
| 7D | -26.7% | -0.5% | -26.2% | -26.9% |
| 30D | -24.1% | +0.9% | -25.0% | -23.6% |
| 3M | -21.6% | 0.0% | -21.6% | -21.2% |
| 6M | +66.3% | -5.7% | +72.0% | +65.8% |
| YTD | +18.5% | +17.5% | +1.1% | +18.9% |
| 1Y | +27.3% | +22.3% | +5.0% | +22.4% |
| All | +27.3% | +21.6% | +5.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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