-41.3%
CORZ vs AHR
+26.3%
-67.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +2.6% | -13.0% | -9.6% |
| 7D | -14.9% | +9.5% | -24.4% | -12.4% |
| 30D | -23.1% | +11.7% | -34.8% | -20.4% |
| 3M | -44.1% | +4.0% | -48.0% | -43.0% |
| 6M | -39.5% | +13.5% | -53.1% | -38.3% |
| YTD | -12.4% | +21.6% | -34.0% | -13.1% |
| 1Y | -41.3% | +25.1% | -66.4% | -44.7% |
| All | -41.3% | +26.3% | -67.6% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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