+40.6%
CRDO vs KMI
-4.2%
+44.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.4% |
| 7D | -4.5% | -1.7% | -2.7% | -5.7% |
| 30D | -39.2% | -2.7% | -36.5% | -40.3% |
| 3M | -38.5% | -0.7% | -37.8% | -38.3% |
| 6M | +40.6% | -5.0% | +45.6% | +41.3% |
| All | +40.6% | -4.2% | +44.8% | +41.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling