+404.9%
CORZ vs ALNY
+29.8%
+375.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -3.7% |
| 7D | -3.0% | -6.4% | +3.5% | -2.6% |
| 30D | -12.1% | +11.9% | -24.0% | -12.7% |
| 3M | -32.4% | -15.0% | -17.4% | -32.4% |
| 6M | +12.4% | -23.2% | +35.6% | +14.1% |
| YTD | +19.3% | -37.8% | +57.1% | +25.7% |
| 1Y | +8.6% | -47.3% | +55.9% | +17.7% |
| All | +404.9% | +29.8% | +375.2% | +408.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 5y: compounded portfolio wealth divided by compounded ALNY 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…
5y analysis · Full analysis span regression · 6 months rolling