+218.9%
CRWD vs KIM
+35.1%
+183.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.9% |
| 7D | -2.8% | -1.5% | -1.4% | -2.3% |
| 30D | -5.9% | -1.7% | -4.2% | -5.4% |
| 3M | +29.0% | -7.1% | +36.1% | +32.2% |
| 6M | +91.5% | +2.9% | +88.6% | +87.5% |
| YTD | +78.2% | +18.8% | +59.4% | +63.3% |
| 1Y | +96.6% | +9.4% | +87.2% | +86.5% |
| 3Y | +397.0% | +44.6% | +352.4% | +296.4% |
| 5Y | +218.9% | +37.9% | +180.9% | +172.3% |
| All | +218.9% | +35.1% | +183.8% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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