+815.9%
CRS vs DAR
-27.0%
+842.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.1% |
| 7D | +4.8% | +11.6% | -6.8% | +0.6% |
| 30D | -23.2% | -10.2% | -12.9% | -19.8% |
| 3M | -45.5% | -14.8% | -30.7% | -42.3% |
| 6M | -33.1% | -10.1% | -23.0% | -31.2% |
| YTD | -7.2% | +55.5% | -62.7% | -24.1% |
| 1Y | -10.0% | +61.7% | -71.7% | -27.7% |
| 3Y | +332.3% | +37.2% | +295.2% | +247.0% |
| All | +815.9% | -27.0% | +842.8% | +877.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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