+446.1%
CORZ vs AHR
+364.8%
+81.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.8% |
| 7D | +16.6% | -3.4% | +20.0% | +18.3% |
| 30D | -10.9% | -3.8% | -7.1% | -9.4% |
| 3M | -31.0% | +20.1% | -51.1% | -39.3% |
| 6M | +26.0% | +7.1% | +19.0% | +17.9% |
| YTD | +28.6% | +17.2% | +11.4% | +12.1% |
| 1Y | +34.5% | +30.4% | +4.1% | +7.5% |
| All | +446.1% | +364.8% | +81.3% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling