+380.0%
CRWD vs RKT
+35.0%
+345.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.0% | -6.3% | +3.3% | -2.2% |
| 30D | -6.8% | -6.2% | -0.6% | -6.0% |
| 3M | +19.6% | -1.9% | +21.4% | +19.8% |
| 6M | +87.1% | -13.0% | +100.1% | +88.6% |
| YTD | +76.4% | -31.9% | +108.3% | +82.3% |
| 1Y | +90.8% | -37.6% | +128.4% | +98.5% |
| 3Y | +380.0% | +36.8% | +343.2% | +341.9% |
| All | +380.0% | +35.0% | +345.0% | +341.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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