+380.0%
CRWD vs AGI
+206.1%
+173.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -3.0% | -2.7% | -0.2% | -2.6% |
| 30D | -6.8% | +7.2% | -14.0% | -7.9% |
| 3M | +19.6% | +4.3% | +15.3% | +18.3% |
| 6M | +87.1% | -27.1% | +114.2% | +94.2% |
| YTD | +76.4% | -6.6% | +83.0% | +73.2% |
| 1Y | +90.8% | +9.5% | +81.3% | +80.8% |
| 3Y | +380.0% | +208.4% | +171.5% | +298.1% |
| All | +380.0% | +206.1% | +173.9% | +298.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling