+418.6%
CORZ vs AMIX
-99.9%
+518.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | 0.0% |
| 7D | +8.4% | -13.7% | +22.1% | +8.5% |
| 30D | -17.8% | -62.1% | +44.2% | -17.4% |
| 3M | -35.9% | -46.2% | +10.3% | -34.9% |
| 6M | +12.9% | -46.4% | +59.4% | +14.3% |
| YTD | +22.9% | -60.3% | +83.1% | +25.5% |
| 1Y | +31.4% | -79.7% | +111.0% | +36.4% |
| All | +418.6% | -99.9% | +518.4% | +255.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling