-4.2%
CORZ vs AHR
+23.3%
-27.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.4% | +0.6% |
| 7D | +23.5% | -0.2% | +23.7% | +23.4% |
| 30D | +7.5% | +10.2% | -2.7% | +10.9% |
| 3M | -26.6% | +8.3% | -34.9% | -24.5% |
| 6M | -39.5% | +13.0% | -52.5% | -37.0% |
| YTD | -0.3% | +24.6% | -24.9% | -0.8% |
| 1Y | -4.2% | +22.2% | -26.4% | -2.9% |
| All | -4.2% | +23.3% | -27.5% | -2.9% |
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