-42.9%
CORZ vs AMIX
-91.4%
+48.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -11.2% | -16.0% | +4.8% | -11.2% |
| 30D | -26.2% | -55.4% | +29.2% | -26.1% |
| 3M | -44.1% | -87.5% | +43.4% | -44.1% |
| 6M | -52.3% | -81.2% | +28.9% | -47.5% |
| YTD | -19.2% | -86.8% | +67.6% | -10.9% |
| 1Y | -42.9% | -91.6% | +48.7% | -36.4% |
| All | -42.9% | -91.4% | +48.5% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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