+1,333.1%
CRWD vs KEY
+78.2%
+1,254.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | +2.2% | -0.3% | +2.5% | +2.2% |
| 30D | -7.7% | -3.3% | -4.4% | -7.0% |
| 3M | +28.9% | -0.7% | +29.6% | +29.1% |
| 6M | +91.5% | +12.5% | +78.9% | +86.0% |
| YTD | +77.3% | +8.4% | +68.9% | +73.6% |
| 1Y | +96.3% | +18.4% | +77.8% | +88.1% |
| 3Y | +394.5% | +123.3% | +271.2% | +312.4% |
| 5Y | +213.5% | +38.8% | +174.7% | +181.0% |
| All | +1,333.1% | +78.2% | +1,254.9% | +1,079.4% |
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