+230.8%
CORZ vs AMT
+5.3%
+225.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.4% | -10.4% | -10.9% |
| 7D | -21.1% | +4.4% | -25.5% | -20.1% |
| 30D | -31.8% | +17.7% | -49.5% | -29.0% |
| 3M | -47.7% | +16.7% | -64.4% | -45.7% |
| 6M | -48.7% | +11.1% | -59.9% | -46.9% |
| YTD | -21.8% | +13.9% | -35.7% | -18.8% |
| 1Y | -47.8% | +12.5% | -60.3% | -45.8% |
| All | +230.8% | +5.3% | +225.5% | +218.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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