+1,298.7%
CRDO vs RKT
+17.9%
+1,280.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.5% | -6.3% | +1.8% | -3.1% |
| 30D | -39.2% | -6.2% | -33.0% | -38.6% |
| 3M | -38.5% | -1.9% | -36.6% | -38.9% |
| 6M | +40.6% | -13.0% | +53.6% | +42.5% |
| YTD | +13.2% | -31.9% | +45.2% | +20.0% |
| 1Y | +2.3% | -37.6% | +39.8% | +9.8% |
| 3Y | +942.5% | +36.8% | +905.7% | +722.6% |
| All | +1,298.7% | +17.9% | +1,280.8% | +974.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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