+88.0%
ARM vs CORZ
+37.7%
+50.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | +1.4% |
| 7D | +11.4% | +16.6% | -5.2% | +3.1% |
| 30D | -7.4% | -10.9% | +3.4% | -2.4% |
| 3M | -24.5% | -31.0% | +6.5% | -10.2% |
| 6M | +128.7% | +26.0% | +102.6% | +118.2% |
| YTD | +139.3% | +28.6% | +110.6% | +120.5% |
| 1Y | +88.0% | +34.5% | +53.5% | +59.2% |
| All | +88.0% | +37.7% | +50.2% | +59.2% |
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