-37.5%
APH vs CORZ
+12.0%
-49.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +9.8% | -57.5% | -48.6% |
| 7D | -48.7% | +1.5% | -50.2% | -48.5% |
| 30D | -51.9% | -17.8% | -34.1% | -49.3% |
| 3M | -43.6% | -35.9% | -7.7% | -37.0% |
| 6M | -37.5% | +12.9% | -50.5% | -44.4% |
| All | -37.5% | +12.0% | -49.6% | -44.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling