+80.6%
CRWD vs KMI
+26.0%
+54.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | -2.0% |
| 7D | -9.6% | -5.2% | -4.4% | -10.2% |
| 30D | -11.6% | +1.2% | -12.9% | -11.0% |
| 3M | +14.1% | +1.3% | +12.8% | +15.0% |
| 6M | +105.4% | -1.1% | +106.6% | +106.5% |
| YTD | +105.6% | +19.0% | +86.7% | +108.9% |
| 1Y | +80.6% | +26.6% | +54.0% | +81.6% |
| All | +80.6% | +26.0% | +54.6% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling