+225.5%
CRWD vs KMI
+151.4%
+74.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -3.0% | -1.7% | -1.3% | -2.4% |
| 30D | -6.8% | -2.7% | -4.0% | -6.0% |
| 3M | +19.6% | -0.7% | +20.3% | +19.4% |
| 6M | +87.1% | -5.0% | +92.1% | +89.1% |
| YTD | +76.4% | +15.5% | +60.9% | +64.4% |
| 1Y | +90.8% | +16.4% | +74.4% | +76.6% |
| 3Y | +380.0% | +114.2% | +265.8% | +244.9% |
| All | +225.5% | +151.4% | +74.2% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling