+1,485.3%
CRWD vs KEY
+74.9%
+1,410.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +5.8% | +1.8% | +4.1% | +5.4% |
| 30D | -12.0% | +7.1% | -19.1% | -13.3% |
| 3M | +3.6% | -5.9% | +9.6% | +5.0% |
| 6M | +68.3% | +2.2% | +66.2% | +67.3% |
| YTD | +96.2% | +6.4% | +89.7% | +92.7% |
| 1Y | +68.4% | +24.8% | +43.7% | +59.6% |
| 3Y | +368.4% | +125.2% | +243.2% | +290.9% |
| 5Y | +223.4% | +13.0% | +210.5% | +198.8% |
| All | +1,485.3% | +74.9% | +1,410.4% | +1,209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling