+218.9%
CRWD vs RKT
-11.7%
+230.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | -2.8% | -7.2% | +4.4% | -1.1% |
| 30D | -5.9% | -7.9% | +2.0% | -4.1% |
| 3M | +29.0% | +5.2% | +23.8% | +26.9% |
| 6M | +91.5% | -14.9% | +106.4% | +95.4% |
| YTD | +78.2% | -31.9% | +110.1% | +89.9% |
| 1Y | +96.6% | -36.9% | +133.5% | +112.2% |
| 3Y | +397.0% | +35.7% | +361.3% | +270.9% |
| 5Y | +218.9% | -9.7% | +228.5% | +147.4% |
| All | +218.9% | -11.7% | +230.6% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling