+384.9%
CRWD vs KGC
+520.4%
-135.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +1.2% |
| 7D | -2.8% | -8.4% | +5.6% | -1.6% |
| 30D | -5.9% | +6.3% | -12.2% | -7.0% |
| 3M | +29.0% | +22.4% | +6.5% | +24.2% |
| 6M | +91.5% | -11.4% | +102.9% | +92.7% |
| YTD | +78.2% | +3.1% | +75.1% | +72.6% |
| 1Y | +96.6% | +26.6% | +70.0% | +81.2% |
| All | +384.9% | +520.4% | -135.5% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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