+229.9%
CORZ vs AMIX
-100.0%
+329.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -5.6% | -5.2% | -10.8% |
| 7D | -21.1% | -25.5% | +4.4% | -20.9% |
| 30D | -31.8% | -56.2% | +24.4% | -31.3% |
| 3M | -47.7% | -87.4% | +39.7% | -47.0% |
| 6M | -48.7% | -80.9% | +32.2% | -47.7% |
| YTD | -21.8% | -86.8% | +65.0% | -19.5% |
| 1Y | -47.8% | -91.3% | +43.5% | -45.8% |
| All | +229.9% | -100.0% | +329.8% | +127.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling