+322.1%
CORZ vs AMT
+4.1%
+318.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.2% |
| 7D | +23.5% | +1.5% | +22.0% | +23.9% |
| 30D | +7.5% | +6.8% | +0.7% | +9.5% |
| 3M | -26.6% | +11.2% | -37.8% | -24.5% |
| 6M | -39.5% | +12.5% | -52.0% | -37.3% |
| YTD | -0.3% | +12.5% | -12.8% | +3.3% |
| 1Y | -4.2% | +10.1% | -14.3% | -1.0% |
| All | +322.1% | +4.1% | +318.0% | +305.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling