-26.3%
APH vs CORZ
+32.3%
-58.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +9.8% | -57.5% | -49.7% |
| 7D | -48.7% | +1.5% | -50.2% | -49.5% |
| 30D | -51.9% | -17.8% | -34.1% | -49.7% |
| 3M | -43.6% | -35.9% | -7.7% | -37.2% |
| 6M | -37.5% | +12.9% | -50.5% | -43.8% |
| YTD | -38.6% | +22.9% | -61.5% | -45.0% |
| 1Y | -26.3% | +31.4% | -57.7% | -37.4% |
| All | -26.3% | +32.3% | -58.7% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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